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Disclosery

Warm Springs Advisors Inc.: AVGO position timeline

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

Warm Springs Advisors Inc. held 30,118 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,118 shares
    Change vs previous 13F -128 shares

    7.87% of the 13F portfolio, value $11,377,094.

    13F-HR 0001214659-26-010000 filed by Warm Springs Advisors 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 30,246 shares
    Change vs previous 13F -365 shares

    7.95% of the 13F portfolio, value $9,361,439.

    13F-HR 0001214659-26-005329 filed by Warm Springs Advisors 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 30,611 shares
    Change vs previous 13F -1,079 shares

    8.2% of the 13F portfolio, value $10,594,467.

    13F-HR 0001214659-26-000880 filed by Warm Springs Advisors 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 31,690 shares
    Change vs previous 13F -54 shares

    7.94% of the 13F portfolio, value $10,454,848.

    13F-HR 0001214659-25-016243 filed by Warm Springs Advisors 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 31,744 shares
    Change vs previous 13F -1,074 shares

    7.51% of the 13F portfolio, value $8,750,234.

    13F-HR 0001214659-25-011580 filed by Warm Springs Advisors 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 32,818 shares
    Change vs previous 13F +10,145 shares

    5.52% of the 13F portfolio, value $5,494,718.

    13F-HR 0001214659-25-011578 filed by Warm Springs Advisors 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 22,673 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $5,256,508.

    13F-HR 0001214659-25-003041 filed by Warm Springs Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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