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Trinity Financial Advisors LLC: AVGO position timeline

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

Trinity Financial Advisors LLC held 10,711 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,711 shares
    Change vs previous 13F -58 shares

    0.97% of the 13F portfolio, value $3,761,539.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,769 shares
    Change vs previous 13F -148 shares

    1.05% of the 13F portfolio, value $4,068,174.

    13F-HR 0001809574-26-000004 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,917 shares
    Change vs previous 13F -235 shares

    0.96% of the 13F portfolio, value $3,379,004.

    13F-HR 0001809574-26-000003 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,152 shares
    Change vs previous 13F -279 shares

    1.08% of the 13F portfolio, value $3,859,642.

    13F-HR 0001809574-26-000001 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,431 shares
    Change vs previous 13F +160 shares

    1.09% of the 13F portfolio, value $3,771,337.

    13F-HR 0001809574-25-000009 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,271 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,106,858.

    13F-HR 0001809574-25-000007 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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