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Sulzberger Capital Advisors, Inc.: AVGO position timeline

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

Sulzberger Capital Advisors, Inc. held 5,717 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,717 shares
    Change vs previous 13F -26 shares

    2.11% of the 13F portfolio, value $2,159,597.

    13F-HR 0001172661-26-002666 filed by Sulzberger Capital Advisors, 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 5,743 shares
    Change vs previous 13F -47 shares

    1.81% of the 13F portfolio, value $1,777,516.

    13F-HR 0001172661-26-001442 filed by Sulzberger Capital Advisors, 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 5,790 shares
    Change vs previous 13F +244 shares

    2.02% of the 13F portfolio, value $2,003,919.

    13F-HR 0001172661-26-000025 filed by Sulzberger Capital Advisors, 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 5,546 shares
    Change vs previous 13F +85 shares

    2.04% of the 13F portfolio, value $1,829,681.

    13F-HR 0001172661-25-005219 filed by Sulzberger Capital Advisors, 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 5,461 shares
    Change vs previous 13F -242 shares

    1.76% of the 13F portfolio, value $1,505,325.

    13F-HR 0001172661-25-002902 filed by Sulzberger Capital Advisors, 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 5,703 shares
    Change vs previous 13F -1,274 shares

    1.25% of the 13F portfolio, value $954,853.

    13F-HR 0001172661-25-001486 filed by Sulzberger Capital Advisors, 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 6,977 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,617,548.

    13F-HR 0001172661-25-001242 filed by Sulzberger Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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