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Disclosery

Synergy Asset Management, LLC: AVGO position timeline

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

Synergy Asset Management, LLC held 46,085 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,085 shares
    Change vs previous 13F -37,919 shares

    1.64% of the 13F portfolio, value $17,408,609.

    13F-HR 0001699080-26-000007 filed by Synergy Asset 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 84,004 shares
    Change vs previous 13F +23,867 shares

    2.76% of the 13F portfolio, value $26,000,078.

    13F-HR 0001699080-26-000005 filed by Synergy Asset 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 60,137 shares
    Change vs previous 13F -31,507 shares

    2.16% of the 13F portfolio, value $20,813,416.

    13F-HR 0001699080-26-000002 filed by Synergy Asset 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 91,644 shares
    Change vs previous 13F +2,438 shares

    0.92% of the 13F portfolio, value $25,393,955.

    13F-HR 0001699080-25-000007 filed by Synergy Asset 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 89,206 shares
    Change vs previous 13F +21,502 shares

    2.81% of the 13F portfolio, value $24,589,634.

    13F-HR 0001699080-25-000006 filed by Synergy Asset 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 67,704 shares
    Change vs previous 13F +48,006 shares

    1.43% of the 13F portfolio, value $11,335,680.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, 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 19,698 shares
    Change vs previous 13F +285 shares

    0.35% of the 13F portfolio, value $4,569,542.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, 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 19,413 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,348,743.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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