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Disclosery

XML Financial, LLC: AVGO position timeline

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

XML Financial, LLC held 12,809 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 12,809 shares
    Change vs previous 13F -1,685 shares

    0.35% of the 13F portfolio, value $4,838,498.

    13F-HR 0001725547-26-000254 filed by XML 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 14,494 shares
    Change vs previous 13F +776 shares

    0.36% of the 13F portfolio, value $4,486,142.

    13F-HR 0001725547-26-000139 filed by XML 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 13,718 shares
    Change vs previous 13F +2,727 shares

    0.39% of the 13F portfolio, value $4,747,687.

    13F-HR 0001725547-26-000074 filed by XML 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 10,991 shares
    Change vs previous 13F +490 shares

    0.3% of the 13F portfolio, value $3,626,146.

    13F-HR 0001725547-25-004125 filed by XML 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 10,501 shares
    Change vs previous 13F +610 shares

    0.25% of the 13F portfolio, value $2,894,485.

    13F-HR 0001725547-25-003469 filed by XML 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 9,891 shares
    Change vs previous 13F -233 shares

    0.15% of the 13F portfolio, value $1,656,115.

    13F-HR 0001725547-25-001441 filed by XML 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 10,124 shares
    Change vs previous 13F -258 shares

    0.22% of the 13F portfolio, value $2,347,221.

    13F-HR 0001725547-25-000138 filed by XML 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 10,382 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,790,896.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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