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IFP Advisors, Inc: AVGO position timeline

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

IFP Advisors, Inc held 87,886 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,886 shares
    Change vs previous 13F -2,957 shares

    0.6% of the 13F portfolio, value $33,198,936.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 90,843 shares
    Change vs previous 13F +25,747 shares

    0.58% of the 13F portfolio, value $28,116,817.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 65,096 shares
    Change vs previous 13F +7,022 shares

    0.51% of the 13F portfolio, value $22,529,726.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 58,074 shares
    Change vs previous 13F -4,259 shares

    0.5% of the 13F portfolio, value $19,159,193.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 62,333 shares
    Change vs previous 13F +8,912 shares

    0.49% of the 13F portfolio, value $17,194,508.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 53,421 shares
    Change vs previous 13F +5,023 shares

    0.28% of the 13F portfolio, value $8,948,010.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 48,398 shares
    Change vs previous 13F +12,735 shares

    0.37% of the 13F portfolio, value $11,220,588.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 35,663 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,152,834.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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