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Verdence Capital Advisors LLC: AVGO position timeline

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

Verdence Capital Advisors LLC held 62,747 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,747 shares
    Change vs previous 13F -6,574 shares

    1.24% of the 13F portfolio, value $23,702,819.

    13F-HR 0001719305-26-000004 filed by Verdence Capital Advisors 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 69,321 shares
    Change vs previous 13F -7,327 shares

    1.25% of the 13F portfolio, value $21,455,641.

    13F-HR 0001719305-26-000003 filed by Verdence Capital 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 ended2025-12-31
    13F 76,648 shares
    Change vs previous 13F -3,385 shares

    1.57% of the 13F portfolio, value $26,527,883.

    13F-HR 0001719305-26-000002 filed by Verdence Capital 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 ended2025-09-30
    13F 80,033 shares
    Change vs previous 13F -14,139 shares

    1.67% of the 13F portfolio, value $28,976,103.

    13F-HR 0001719305-25-000008 filed by Verdence Capital 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 ended2025-06-30
    13F 94,172 shares
    Change vs previous 13F +12,575 shares

    1.77% of the 13F portfolio, value $25,958,446.

    13F-HR 0001719305-25-000005 filed by Verdence Capital 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 ended2025-03-31
    13F 81,597 shares
    Change vs previous 13F -2,181 shares

    1.04% of the 13F portfolio, value $13,661,763.

    13F-HR 0001719305-25-000004 filed by Verdence Capital Advisors 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 83,778 shares
    Change vs previous 13F -16,965 shares

    1.56% of the 13F portfolio, value $19,423,046.

    13F-HR 0001719305-25-000002 filed by Verdence Capital Advisors 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 100,743 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $17,378,125.

    13F-HR 0001719305-24-000007 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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