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Summit Trail Advisors, LLC: AVGO position timeline

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

Summit Trail Advisors, LLC held 761,224 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 761,224 shares
    Change vs previous 13F +2,363 shares

    3.62% of the 13F portfolio, value $287,552,491.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 758,861 shares
    Change vs previous 13F +31,594 shares

    3.36% of the 13F portfolio, value $234,875,078.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 727,267 shares
    Change vs previous 13F -13,311 shares

    4.35% of the 13F portfolio, value $251,706,953.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 740,578 shares
    Change vs previous 13F +13,012 shares

    3.38% of the 13F portfolio, value $244,324,142.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 727,566 shares
    Change vs previous 13F +32,002 shares

    3.44% of the 13F portfolio, value $200,553,567.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 695,564 shares
    Change vs previous 13F +17,572 shares

    3.84% of the 13F portfolio, value $116,458,254.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 677,992 shares
    Change vs previous 13F +11,370 shares

    5.8% of the 13F portfolio, value $157,185,686.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 666,622 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $114,992,376.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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