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Disclosery

Advisor OS, LLC: AVGO position timeline

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

Advisor OS, LLC held 21,361 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,361 shares
    Change vs previous 13F +4,190 shares

    0.54% of the 13F portfolio, value $8,069,520.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 17,171 shares
    Change vs previous 13F +1,397 shares

    0.38% of the 13F portfolio, value $5,314,788.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 15,774 shares
    Change vs previous 13F +3,246 shares

    0.44% of the 13F portfolio, value $5,459,500.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 12,528 shares
    Change vs previous 13F -25 shares

    0.36% of the 13F portfolio, value $4,133,344.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 12,553 shares
    Change vs previous 13F +728 shares

    0.34% of the 13F portfolio, value $3,460,467.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 11,825 shares
    Change vs previous 13F -3,981 shares

    0.23% of the 13F portfolio, value $1,979,973.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 15,806 shares
    Change vs previous 13F +1,763 shares

    0.42% of the 13F portfolio, value $3,664,427.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 14,043 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,422,523.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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