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Disclosery

SVB WEALTH LLC: AVGO position timeline

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

SVB WEALTH LLC held 109,821 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 109,821 shares
    Change vs previous 13F -29,554 shares

    2.62% of the 13F portfolio, value $41,484,722.

    13F-HR 0001626116-26-000003 filed by SVB WEALTH 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 139,375 shares
    Change vs previous 13F -35,592 shares

    2.84% of the 13F portfolio, value $43,137,806.

    13F-HR 0001626116-26-000002 filed by SVB WEALTH 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 174,967 shares
    Change vs previous 13F -80,538 shares

    3.57% of the 13F portfolio, value $60,556,129.

    13F-HR 0001626116-26-000001 filed by SVB WEALTH 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 255,505 shares
    Change vs previous 13F -15,005 shares

    4.54% of the 13F portfolio, value $84,293,670.

    13F-HR 0001626116-25-000005 filed by SVB WEALTH 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 270,510 shares
    Change vs previous 13F -89,284 shares

    4% of the 13F portfolio, value $74,565,969.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH 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 359,794 shares
    Change vs previous 13F -75,684 shares

    2.48% of the 13F portfolio, value $60,240,292.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH 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 435,478 shares
    Change vs previous 13F +435,478 shares

    1.89% of the 13F portfolio, value $100,961,205.

    13F-HR 0001626116-25-000001 filed by SVB WEALTH 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.