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SWP Investment Management LLC: AVGO position timeline

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

SWP Investment Management LLC held 15,760 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,760 shares
    Change vs previous 13F +580 shares

    4.11% of the 13F portfolio, value $5,953,340.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management 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 15,180 shares
    Change vs previous 13F +290 shares

    3.51% of the 13F portfolio, value $4,698,362.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management 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 14,890 shares
    Change vs previous 13F +790 shares

    3.74% of the 13F portfolio, value $5,153,429.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management 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 14,100 shares
    Change vs previous 13F +856 shares

    4.57% of the 13F portfolio, value $4,651,731.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management 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 13,244 shares
    Change vs previous 13F -116 shares

    4.32% of the 13F portfolio, value $3,650,709.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management 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 13,360 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $2,236,865.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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