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Strategic Investment Advisors / MI: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Advisors / MI on AVGO, newest first. How the timeline and the estimate are built.

Strategic Investment Advisors / MI held 28,564 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,564 shares
    Change vs previous 13F -1,167 shares

    0.65% of the 13F portfolio, value $10,790,127.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 29,731 shares
    Change vs previous 13F +5,236 shares

    0.64% of the 13F portfolio, value $9,200,727.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 24,495 shares
    Change vs previous 13F -2,831 shares

    0.73% of the 13F portfolio, value $8,483,379.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 27,326 shares
    Change vs previous 13F -4,899 shares

    1.04% of the 13F portfolio, value $9,013,855.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 32,225 shares
    Change vs previous 13F -3,615 shares

    0.86% of the 13F portfolio, value $8,854,350.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 35,840 shares
    Change vs previous 13F -11,133 shares

    0.64% of the 13F portfolio, value $6,000,657.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 46,973 shares
    Change vs previous 13F -1,744 shares

    1.16% of the 13F portfolio, value $10,890,280.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 48,717 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,403,599.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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