Skip to content
Disclosery

Summit Financial, LLC: AVGO position timeline

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

Summit Financial, LLC held 143,665 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 143,665 shares
    Change vs previous 13F +2,561 shares

    0.6% of the 13F portfolio, value $54,269,391.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 141,104 shares
    Change vs previous 13F +42,365 shares

    0.56% of the 13F portfolio, value $43,673,192.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 98,739 shares
    Change vs previous 13F -7,860 shares

    0.5% of the 13F portfolio, value $34,173,688.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 106,599 shares
    Change vs previous 13F +3,436 shares

    0.54% of the 13F portfolio, value $35,168,013.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 103,163 shares
    Change vs previous 13F +7,077 shares

    0.64% of the 13F portfolio, value $28,436,821.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 96,086 shares
    Change vs previous 13F +3,209 shares

    0.45% of the 13F portfolio, value $16,087,694.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 92,877 shares
    Change vs previous 13F +4,299 shares

    0.75% of the 13F portfolio, value $21,538,278.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 88,578 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $15,279,740.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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