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Disclosery

Gradient Investments LLC: AVGO position timeline

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

Gradient Investments LLC held 224,134 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 224,134 shares
    Change vs previous 13F +18,735 shares

    1.12% of the 13F portfolio, value $78,713,509.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 205,399 shares
    Change vs previous 13F +16,582 shares

    1.07% of the 13F portfolio, value $77,589,519.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 188,817 shares
    Change vs previous 13F -74 shares

    0.91% of the 13F portfolio, value $58,440,794.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 188,891 shares
    Change vs previous 13F -27,059 shares

    1.04% of the 13F portfolio, value $65,375,161.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 215,950 shares
    Change vs previous 13F +748 shares

    1.19% of the 13F portfolio, value $71,244,017.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 215,202 shares
    Change vs previous 13F +38,410 shares

    1.08% of the 13F portfolio, value $59,320,527.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 176,792 shares
    Change vs previous 13F +7,881 shares

    0.6% of the 13F portfolio, value $29,600,300.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 168,911 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $39,160,355.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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