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Disclosery

Zhang Financial LLC: AVGO position timeline

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

Zhang Financial LLC held 34,033 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,033 shares
    Change vs previous 13F +619 shares

    0.38% of the 13F portfolio, value $12,855,787.

    13F-HR 0001776290-26-000005 filed by Zhang 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 33,414 shares
    Change vs previous 13F +9,780 shares

    0.36% of the 13F portfolio, value $10,341,865.

    13F-HR 0001776290-26-000004 filed by Zhang 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 23,634 shares
    Change vs previous 13F +1,817 shares

    0.31% of the 13F portfolio, value $8,179,777.

    13F-HR 0001776290-26-000002 filed by Zhang 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 21,817 shares
    Change vs previous 13F +330 shares

    0.29% of the 13F portfolio, value $7,197,753.

    13F-HR 0001776290-25-000006 filed by Zhang 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 21,487 shares
    Change vs previous 13F -479 shares

    0.27% of the 13F portfolio, value $5,922,950.

    13F-HR 0001776290-25-000005 filed by Zhang 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 21,966 shares
    Change vs previous 13F -2,164 shares

    0.19% of the 13F portfolio, value $3,677,804.

    13F-HR 0001776290-25-000002 filed by Zhang 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 24,130 shares
    Change vs previous 13F +2,975 shares

    0.32% of the 13F portfolio, value $5,594,162.

    13F-HR 0001776290-25-000001 filed by Zhang 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 21,155 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,649,181.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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