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Disclosery

Ascent Group, LLC: AVGO position timeline

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

Ascent Group, LLC held 81,070 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,070 shares
    Change vs previous 13F -691 shares

    0.92% of the 13F portfolio, value $30,624,357.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 81,761 shares
    Change vs previous 13F -805 shares

    0.88% of the 13F portfolio, value $25,305,974.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 82,566 shares
    Change vs previous 13F +2,600 shares

    0.98% of the 13F portfolio, value $28,576,440.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 79,966 shares
    Change vs previous 13F +14,879 shares

    0.93% of the 13F portfolio, value $26,381,517.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 65,087 shares
    Change vs previous 13F -11,199 shares

    0.7% of the 13F portfolio, value $17,941,216.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 76,286 shares
    Change vs previous 13F +25,112 shares

    0.55% of the 13F portfolio, value $12,772,661.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 51,174 shares
    Change vs previous 13F +2,540 shares

    0.89% of the 13F portfolio, value $11,864,223.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 48,634 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $8,389,333.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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