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OPPENHEIMER ASSET MANAGEMENT INC.: AVGO position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 624,556 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 624,556 shares
    Change vs previous 13F +5,634 shares

    1.24% of the 13F portfolio, value $235,926,031.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 309,875 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 314,681 shares

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

  2. period ended2026-03-31
    13F 618,922 shares
    Change vs previous 13F +15,695 shares

    1.13% of the 13F portfolio, value $191,562,546.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 305,523 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 313,399 shares

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

  3. period ended2025-12-31
    13F 603,227 shares
    Change vs previous 13F -16,395 shares

    1.38% of the 13F portfolio, value $208,776,867.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 296,054 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 307,173 shares

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

  4. period ended2025-09-30
    13F 619,622 shares
    Change vs previous 13F +62,144 shares

    1.18% of the 13F portfolio, value $204,419,493.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 309,708 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 309,914 shares

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

  5. period ended2025-06-30
    13F 557,478 shares
    Change vs previous 13F -5,092 shares

    0.94% of the 13F portfolio, value $153,668,811.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 305,854 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 251,624 shares

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

  6. period ended2025-03-31
    13F 562,570 shares
    Change vs previous 13F -46,598 shares

    0.64% of the 13F portfolio, value $94,191,095.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 321,419 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 241,151 shares

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

  7. period ended2024-12-31
    13F 609,168 shares
    Change vs previous 13F -34,589 shares

    0.95% of the 13F portfolio, value $141,229,510.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 326,050 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 283,118 shares

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

  8. period ended2024-09-30
    13F 643,757 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $111,048,086.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 326,678 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 317,079 shares

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