Skip to content
Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: AVGO position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 57,762 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,762 shares
    Change vs previous 13F +2,346 shares

    0.43% of the 13F portfolio, value $21,819,567.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 40,078 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 17,684 shares

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

  2. period ended2026-03-31
    13F 55,416 shares
    Change vs previous 13F +2,877 shares

    0.39% of the 13F portfolio, value $17,151,499.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 41,401 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 14,015 shares

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

  3. period ended2025-12-31
    13F 52,539 shares
    Change vs previous 13F +578 shares

    0.41% of the 13F portfolio, value $18,183,467.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 38,985 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,554 shares

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

  4. period ended2025-09-30
    13F 51,961 shares
    Change vs previous 13F +255 shares

    0.42% of the 13F portfolio, value $17,142,087.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 38,562 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,399 shares

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

  5. period ended2025-06-30
    13F 51,706 shares
    Change vs previous 13F -1,564 shares

    0.38% of the 13F portfolio, value $14,252,452.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 38,647 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,059 shares

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

  6. period ended2025-03-31
    13F 53,270 shares
    Change vs previous 13F -1,937 shares

    0.27% of the 13F portfolio, value $8,919,039.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 41,732 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,538 shares

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

  7. period ended2024-12-31
    13F 55,207 shares
    Change vs previous 13F +271 shares

    0.4% of the 13F portfolio, value $12,799,393.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 43,666 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,541 shares

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

  8. period ended2024-09-30
    13F 54,936 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,476,601.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 54,936 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 0 shares

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