AVGO BROADCOM ORD

Ownership history in Kovack Advisors, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in BROADCOM ORD (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.28% (2025 Q4)
Avg. % of fund
0.45%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 80,154 +40,242 +100.8% 1.28% $16.8M $346.10
2025 Q3 ADDED 39,912 +492 +1.2% 1.24% $13.2M $329.28
2025 Q2 ADDED 39,420 +3,260 +9.0% 1.07% $10.9M $274.65
2025 Q1 ADDED 36,160 +1,780 +5.2% 0.64% $6.1M $166.43
2024 Q4 ADDED 34,380 +2,570 +8.1% 0.78% $8.0M $229.76
2024 Q3 ADDED 31,810 +28,785 +951.6% 0.58% $5.5M $170.50
2024 Q2 REDUCED 3,025 -1,411 -31.8% 0.53% $4.9M $158.17
2024 Q1 REDUCED 4,436 -474 -9.7% 0.71% $5.9M $130.16
2023 Q4 ADDED 4,910 +96 +2.0% 0.65% $5.5M $109.16
2023 Q3 ADDED 4,814 +697 +16.9% 0.56% $4.0M $80.85
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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