Skip to content
Disclosery

Pathstone Holdings, LLC: AVGO position timeline

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

Pathstone Holdings, LLC held 589,031 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 589,031 shares
    Change vs previous 13F +26,958 shares

    0.65% of the 13F portfolio, value $223,127,440.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 562,073 shares
    Change vs previous 13F +33,136 shares

    0.69% of the 13F portfolio, value $173,967,334.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 528,937 shares
    Change vs previous 13F +46,460 shares

    0.71% of the 13F portfolio, value $183,065,039.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 482,477 shares
    Change vs previous 13F +26,538 shares

    0.61% of the 13F portfolio, value $159,173,961.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 455,939 shares
    Change vs previous 13F -21,639 shares

    0.5% of the 13F portfolio, value $125,679,650.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 477,578 shares
    Change vs previous 13F +6,918 shares

    0.35% of the 13F portfolio, value $80,038,170.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 470,660 shares
    Change vs previous 13F +4,867 shares

    0.48% of the 13F portfolio, value $109,143,456.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 465,793 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $80,349,167.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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