Position in AVGO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$262,914
+$52,140 QoQ
Shares Held
696
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#4,428
of 4,764 holders
Holding Since
Dec 2023
8 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, 2026Northwest Financial Advisors holds $968,021 across 4 Semiconductors names. AVGO ranks #2 (27.2% of the industry book) .
All Filings in AVGO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,914 | 696 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $210,774 | 609 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $200,585 | 608 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $340,050 | 2,031 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $276,816 | 1,194 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $205,620 | 1,192 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $202,296 | 126 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $11,162 | 10 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||