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Steward Partners Investment Advisory, LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on AVGO, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 811,617 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 811,617 shares
    Change vs previous 13F +82,096 shares

    1.57% of the 13F portfolio, value $306,588,280.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 729,521 shares
    Change vs previous 13F +170,884 shares

    1.15% of the 13F portfolio, value $225,793,865.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 558,637 shares
    Change vs previous 13F +18,761 shares

    1.06% of the 13F portfolio, value $193,344,502.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 539,876 shares
    Change vs previous 13F -80,991 shares

    1.02% of the 13F portfolio, value $178,110,327.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 620,867 shares
    Change vs previous 13F +3,254 shares

    1.34% of the 13F portfolio, value $171,141,668.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 617,613 shares
    Change vs previous 13F +9,575 shares

    0.91% of the 13F portfolio, value $103,407,003.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 608,038 shares
    Change vs previous 13F +33,603 shares

    1.25% of the 13F portfolio, value $140,967,531.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 574,435 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $99,090,047.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).