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Disclosery

SUMMITRY LLC: AVGO position timeline

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

SUMMITRY LLC held 16,363 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,363 shares
    Change vs previous 13F -3,196 shares

    0.2% of the 13F portfolio, value $6,181,262.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 19,559 shares
    Change vs previous 13F +12,235 shares

    0.21% of the 13F portfolio, value $6,053,820.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 7,324 shares
    Change vs previous 13F +311 shares

    0.11% of the 13F portfolio, value $2,534,963.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 7,013 shares
    Change vs previous 13F +3,104 shares

    0.1% of the 13F portfolio, value $2,313,780.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 3,909 shares
    Change vs previous 13F +356 shares

    0.05% of the 13F portfolio, value $1,077,516.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 3,553 shares
    Change vs previous 13F +152 shares

    0.03% of the 13F portfolio, value $594,879.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 3,401 shares
    Change vs previous 13F -1,169 shares

    0.04% of the 13F portfolio, value $788,488.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 4,570 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $788,311.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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