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Disclosery

Thematics Asset Management: AVGO position timeline

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

Thematics Asset Management held 85,831 AVGO shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 85,831 shares
    Change vs previous 13F +11,989 shares

    1.29% of the 13F portfolio, value $28,316,505.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 73,842 shares
    Change vs previous 13F +35,235 shares

    0.92% of the 13F portfolio, value $20,354,547.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 38,607 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,463,970.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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