Position in AVGO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$330,909
+$126,323 QoQ
Shares Held
876
+32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#4,288
of 4,764 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Keener Financial Planning LLC holds $2,475,655 across 4 Semiconductors names. AVGO ranks #3 (13.4% of the industry book) .
All Filings in AVGO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,909 | 876 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $204,586 | 661 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $228,772 | 661 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $75,879 | 230 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $245,328 | 890 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $149,012 | 890 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $153,014 | 660 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $113,850 | 660 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $105,964 | 66 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $87,477 | 66 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $147,345 | 132 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||