Skip to content
Disclosery

Vest Financial, LLC: AVGO position timeline

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

Vest Financial, LLC held 180,361 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,361 shares
    Change vs previous 13F +19,072 shares

    0.72% of the 13F portfolio, value $68,131,369.

    13F-HR 0001709632-26-000006 filed by Vest 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 161,289 shares
    Change vs previous 13F +37,248 shares

    0.6% of the 13F portfolio, value $49,920,558.

    13F-HR 0001709632-26-000004 filed by Vest 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 124,041 shares
    Change vs previous 13F +7,733 shares

    0.54% of the 13F portfolio, value $42,930,592.

    13F-HR 0001709632-26-000002 filed by Vest 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 116,308 shares
    Change vs previous 13F +24,618 shares

    0.5% of the 13F portfolio, value $38,371,173.

    13F-HR 0001709632-25-000006 filed by Vest 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 91,690 shares
    Change vs previous 13F +17,880 shares

    0.36% of the 13F portfolio, value $25,274,348.

    13F-HR 0001085146-25-004177 filed by Vest 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 73,810 shares
    Change vs previous 13F +23,751 shares

    0.19% of the 13F portfolio, value $12,358,009.

    13F-HR 0001085146-25-002044 filed by Vest 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 50,059 shares
    Change vs previous 13F +13,996 shares

    0.21% of the 13F portfolio, value $11,605,678.

    13F-HR 0001085146-25-000544 filed by Vest 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 36,063 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,220,869.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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