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Morningstar Investment Management LLC: AVGO position timeline

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

Morningstar Investment Management LLC held 39,937 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,937 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $12,360,901.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 39,937 shares
    Change vs previous 13F +17,039 shares

    0.77% of the 13F portfolio, value $12,360,901.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 22,898 shares
    Change vs previous 13F -10,528 shares

    0.47% of the 13F portfolio, value $7,925,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 33,426 shares
    Change vs previous 13F -30,890 shares

    0.41% of the 13F portfolio, value $11,028,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 64,316 shares
    Change vs previous 13F +15,918 shares

    1.56% of the 13F portfolio, value $17,729,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 48,398 shares
    Change vs previous 13F +45,850 shares

    0.69% of the 13F portfolio, value $8,103,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 48,398 shares

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

  7. period ended2024-12-31
    13F 2,548 shares
    Change vs previous 13F -24,357 shares

    0.02% of the 13F portfolio, value $591,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 968 shares
    • Morningstar Investment Management LLC: 1,580 shares

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

  8. period ended2024-09-30
    13F 26,905 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,677,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 23,803 shares
    • Morningstar Investment Management LLC: 3,102 shares

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