Skip to content
Disclosery

Kestra Advisory Services, LLC: AVGO position timeline

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

Kestra Advisory Services, LLC held 700,177 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 700,177 shares
    Change vs previous 13F -36,400 shares

    0.59% of the 13F portfolio, value $264,492,020.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 225,708 shares
    • Kestra Advisory Services, LLC: 449,352 shares
    • Kestra Investment Management, LLC: 25,117 shares

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

  2. period ended2026-03-31
    13F 736,577 shares
    Change vs previous 13F +99,567 shares

    0.57% of the 13F portfolio, value $227,978,044.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 231,330 shares
    • Kestra Advisory Services, LLC: 482,379 shares
    • Kestra Investment Management, LLC: 22,868 shares

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

  3. period ended2025-12-31
    13F 637,010 shares
    Change vs previous 13F +55,277 shares

    0.61% of the 13F portfolio, value $220,469,255.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 216,202 shares
    • Kestra Advisory Services, LLC: 394,855 shares
    • Kestra Investment Management, LLC: 25,953 shares

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

  4. period ended2025-09-30
    13F 581,733 shares
    Change vs previous 13F +15,054 shares

    0.58% of the 13F portfolio, value $191,919,656.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 212,387 shares
    • Kestra Advisory Services, LLC: 342,683 shares
    • Kestra Investment Management, LLC: 26,663 shares

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

  5. period ended2025-06-30
    13F/A 566,679 shares
    Change vs previous 13F +19,321 shares

    0.51% of the 13F portfolio, value $156,205,121.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 218,315 shares
    • Kestra Advisory Services, LLC: 322,697 shares
    • Kestra Investment Management, LLC: 25,667 shares

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

  6. period ended2025-03-31
    13F/A 547,358 shares
    Change vs previous 13F -41,110 shares

    0.31% of the 13F portfolio, value $91,644,150.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 213,655 shares
    • Kestra Advisory Services, LLC: 296,201 shares
    • Kestra Investment Management, LLC: 37,502 shares

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

  7. period ended2024-12-31
    13F 588,468 shares
    Change vs previous 13F +72,660 shares

    0.51% of the 13F portfolio, value $136,430,366.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 215,009 shares
    • Kestra Advisory Services, LLC: 346,591 shares
    • Kestra Investment Management, LLC: 26,868 shares

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

  8. period ended2024-09-30
    13F 515,808 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $88,993,881.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 214,258 shares
    • Kestra Advisory Services, LLC: 272,987 shares
    • Kestra Investment Management, LLC: 28,563 shares

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