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Disclosery

Summa Corp.: AVGO position timeline

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

Summa Corp. held 2,000 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,000 shares
    Change vs previous 13F -474 shares

    0.24% of the 13F portfolio, value $755,500.

    13F-HR 0001214659-26-009701 filed by Summa Corp.
    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 2,474 shares
    Change vs previous 13F -117 shares

    0.32% of the 13F portfolio, value $765,728.

    13F-HR 0001214659-26-005326 filed by Summa Corp.
    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 2,591 shares
    Change vs previous 13F -72 shares

    0.38% of the 13F portfolio, value $896,745.

    13F-HR 0001214659-26-000679 filed by Summa Corp.
    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 2,663 shares
    Change vs previous 13F +1,161 shares

    0.39% of the 13F portfolio, value $878,550.

    13F-HR 0001214659-25-015365 filed by Summa Corp.
    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 1,502 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $414,026.

    13F-HR 0001214659-25-010906 filed by Summa Corp.
    Filed (acceptance time not in the bulk data set), ingested

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