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Disclosery

IAM Advisory, LLC: AVGO position timeline

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

IAM Advisory, LLC held 17,150 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,150 shares
    Change vs previous 13F -186 shares

    1.26% of the 13F portfolio, value $6,478,552.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 17,336 shares
    Change vs previous 13F -644 shares

    1.2% of the 13F portfolio, value $5,365,525.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 17,980 shares
    Change vs previous 13F -1,655 shares

    1.38% of the 13F portfolio, value $6,222,998.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 19,635 shares
    Change vs previous 13F -739 shares

    1.46% of the 13F portfolio, value $6,477,913.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 20,374 shares
    Change vs previous 13F -350 shares

    1.35% of the 13F portfolio, value $5,615,992.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 20,724 shares
    Change vs previous 13F -1,569 shares

    0.9% of the 13F portfolio, value $3,469,885.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 22,293 shares
    Change vs previous 13F -237 shares

    1.31% of the 13F portfolio, value $5,168,322.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 22,530 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,886,465.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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