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Symphony Financial, Ltd. Co.: AVGO position timeline

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

Symphony Financial, Ltd. Co. held 35,188 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,188 shares
    Change vs previous 13F +1,211 shares

    1.44% of the 13F portfolio, value $13,125,721.

    13F-HR 0001754960-26-000681 filed by Symphony Financial, Ltd. Co.
    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 33,977 shares
    Change vs previous 13F +1,336 shares

    1.36% of the 13F portfolio, value $10,274,648.

    13F-HR 0001754960-26-000348 filed by Symphony Financial, Ltd. Co.
    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 32,641 shares
    Change vs previous 13F -9,805 shares

    1.53% of the 13F portfolio, value $11,408,839.

    13F-HR 0001754960-26-000167 filed by Symphony Financial, Ltd. Co.
    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 42,446 shares
    Change vs previous 13F -7,181 shares

    1.7% of the 13F portfolio, value $13,944,385.

    13F-HR 0001754960-25-000738 filed by Symphony Financial, Ltd. Co.
    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/A 49,627 shares
    Change vs previous 13F +37,957 shares

    1.66% of the 13F portfolio, value $12,673,072.

    13F-HR/A 0001754960-25-000615 filed by Symphony Financial, Ltd. Co.
    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 11,670 shares
    Change vs previous 13F -35,043 shares

    1.16% of the 13F portfolio, value $1,957,156.

    13F-HR 0001754960-25-000240 filed by Symphony Financial, Ltd. Co.
    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 46,713 shares
    Change vs previous 13F -2,805 shares

    1.77% of the 13F portfolio, value $11,276,367.

    13F-HR 0001754960-25-000068 filed by Symphony Financial, Ltd. Co.
    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 49,518 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $8,536,337.

    13F-HR 0001754960-24-000520 filed by Symphony Financial, Ltd. Co.
    Filed (acceptance time not in the bulk data set), ingested

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