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Disclosery

Corient Private Wealth LP: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on AVGO, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 3,329,134 AVGO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,329,134 shares
    Change vs previous 13F -335,980 shares

    1.74% of the 13F portfolio, value $1,257,580,886.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,325,514 shares
    • Corient IA LP: 3,620 shares

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

  2. period ended2026-03-31
    13F 3,665,114 shares
    Change vs previous 13F -251,989 shares

    1.62% of the 13F portfolio, value $1,135,920,811.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,661,894 shares
    • Corient IA LP: 3,220 shares

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

  3. period ended2025-12-31
    13F/A 3,917,103 shares
    Change vs previous 13F +273,044 shares

    1.84% of the 13F portfolio, value $1,356,847,754.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,913,103 shares
    • Corient IA LP: 4,000 shares

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

  4. period ended2025-09-30
    13F 3,644,059 shares
    Change vs previous 13F -217,853 shares

    1.89% of the 13F portfolio, value $1,200,926,055.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,640,059 shares
    • Corient IA LP: 4,000 shares

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

  5. period ended2025-06-30
    13F/A 3,861,912 shares
    Change vs previous 13F +89,208 shares

    1.41% of the 13F portfolio, value $1,064,536,549.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,857,912 shares
    • Corient IA LP: 4,000 shares

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

  6. period ended2025-03-31
    13F 3,772,704 shares
    Change vs previous 13F -85,397 shares

    1.03% of the 13F portfolio, value $631,664,910.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,768,704 shares
    • Corient IA LP: 4,000 shares

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

  7. period ended2024-12-31
    13F 3,858,101 shares
    Change vs previous 13F +59,160 shares

    1.48% of the 13F portfolio, value $890,906,045.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 3,798,941 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $655,317,473.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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