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Disclosery

Stiles Financial Services Inc: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stiles Financial Services Inc on AVGO, newest first. How the timeline and the estimate are built.

Stiles Financial Services Inc held 12,108 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,108 shares
    Change vs previous 13F -553 shares

    1.15% of the 13F portfolio, value $4,573,795.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    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 12,661 shares
    Change vs previous 13F -24 shares

    1.2% of the 13F portfolio, value $3,918,641.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    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 12,685 shares
    Change vs previous 13F +402 shares

    1.35% of the 13F portfolio, value $4,390,255.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    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 12,283 shares
    Change vs previous 13F +630 shares

    1.28% of the 13F portfolio, value $4,052,200.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    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 11,653 shares
    Change vs previous 13F +325 shares

    1.11% of the 13F portfolio, value $3,212,806.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    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 11,328 shares
    Change vs previous 13F -518 shares

    0.73% of the 13F portfolio, value $1,896,536.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    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 11,846 shares
    Change vs previous 13F -275 shares

    0.99% of the 13F portfolio, value $2,746,438.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    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 12,121 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,090,620.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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