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Disclosery

Unified Investment Management: AVGO position timeline

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

Unified Investment Management held 1,668 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,668 shares
    Change vs previous 13F -110 shares

    0.53% of the 13F portfolio, value $585,785.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,778 shares
    Change vs previous 13F +223 shares

    0.63% of the 13F portfolio, value $671,640.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    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 1,555 shares
    Change vs previous 13F -12 shares

    0.5% of the 13F portfolio, value $481,288.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    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 1,567 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $542,339.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    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 1,567 shares
    Change vs previous 13F -255 shares

    0.52% of the 13F portfolio, value $516,969.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    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 1,822 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $502,234.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,822 shares
    Change vs previous 13F -1,398 shares

    0.36% of the 13F portfolio, value $305,057.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,220 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $746,525.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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