Skip to content
Disclosery

THEORY FINANCIAL LLC: AVGO position timeline

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

THEORY FINANCIAL LLC held 809 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 809 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $305,600.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 809 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $250,394.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 854 shares
    Change vs previous 13F -24 shares

    0.09% of the 13F portfolio, value $277,422.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 878 shares
    Change vs previous 13F -69 shares

    0.11% of the 13F portfolio, value $306,633.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 947 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $278,134.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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