Jeter Robert S II AVGO — BROADCOM INC

Ownership history in Jeter Robert S II  ·  3 quarters on record

AI Ownership Summary

Jeter Robert S II reported BROADCOM INC (AVGO) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 1.03% in 2026 Q1. The latest visible filing shows AVGO at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jeter Robert S II's position in BROADCOM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AVGO was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jeter Robert S II held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 4,048 +1,853 +84.4% 0.96% $1.4M 2026-10-16 $328.75
2026 Q2 REDUCED 8.5% -7.3% ✅ 2,195 -205 -8.5% 0.84% $878K 2026-07-14 $388.40
2026 Q1 INITIATED — — — 2,400 — — 1.03% $1.0M 2026-05-12 $417.88

FAQ About Jeter Robert S II and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jeter Robert S II reported owning AVGO?

Jeter Robert S II reported AVGO across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported AVGO position in Jeter Robert S II's portfolio?

The largest reported portfolio weight for AVGO was 1.03% in 2026 Q1.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q3, when Jeter Robert S II reported 4,048 shares, equal to 0.96% of portfolio, with an estimated market value of $1.4M.

What does the chart on this AVGO ownership page compare?

The chart compares Jeter Robert S II's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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