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Vestmark Advisory Solutions, Inc.: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on AVGO, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 216,255 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,255 shares
    Change vs previous 13F -465 shares

    0.77% of the 13F portfolio, value $81,690,248.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 216,720 shares
    Change vs previous 13F +47,216 shares

    0.74% of the 13F portfolio, value $67,077,616.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 169,504 shares
    Change vs previous 13F +63,264 shares

    0.79% of the 13F portfolio, value $58,665,703.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 106,240 shares
    Change vs previous 13F +22,062 shares

    0.67% of the 13F portfolio, value $35,049,900.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 84,178 shares
    Change vs previous 13F -9,351 shares

    0.34% of the 13F portfolio, value $23,203,636.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 93,529 shares
    Change vs previous 13F +52,640 shares

    0.4% of the 13F portfolio, value $15,659,569.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 40,889 shares
    Change vs previous 13F -859 shares

    0.33% of the 13F portfolio, value $9,479,706.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 41,748 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,201,530.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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