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Disclosery

Trek Financial, LLC: AVGO position timeline

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

Trek Financial, LLC held 13,220 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,220 shares
    Change vs previous 13F +682 shares

    0.25% of the 13F portfolio, value $4,993,796.

    13F-HR 0001104659-26-095623 filed by Trek 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 12,538 shares
    Change vs previous 13F -7,164 shares

    0.21% of the 13F portfolio, value $3,880,559.

    13F-HR 0001104659-26-059964 filed by Trek 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 19,702 shares
    Change vs previous 13F -12,011 shares

    0.4% of the 13F portfolio, value $6,818,904.

    13F-HR 0001104659-26-010107 filed by Trek 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 31,713 shares
    Change vs previous 13F +7,591 shares

    0.62% of the 13F portfolio, value $10,462,416.

    13F-HR 0001104659-25-104735 filed by Trek 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 24,122 shares
    Change vs previous 13F -12 shares

    0.45% of the 13F portfolio, value $6,649,163.

    13F-HR 0001104659-25-077438 filed by Trek Financial, 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 24,134 shares
    Change vs previous 13F -4,695 shares

    0.29% of the 13F portfolio, value $4,040,695.

    13F-HR 0001104659-25-041935 filed by Trek Financial, 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 28,829 shares
    Change vs previous 13F +18,990 shares

    0.5% of the 13F portfolio, value $6,683,773.

    13F-HR 0001104659-25-012598 filed by Trek Financial, 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 9,839 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,697,213.

    13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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