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Disclosery

IMA Advisory Services, Inc.: AVGO position timeline

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

IMA Advisory Services, Inc. held 13,789 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,789 shares
    Change vs previous 13F +3,752 shares

    0.33% of the 13F portfolio, value $5,208,617.

    13F-HR 0001455495-26-000008 filed by IMA Advisory Services, 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 10,037 shares
    Change vs previous 13F -124 shares

    0.3% of the 13F portfolio, value $3,106,551.

    13F-HR 0001455495-26-000006 filed by IMA Advisory Services, 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 10,161 shares
    Change vs previous 13F +97 shares

    0.34% of the 13F portfolio, value $3,516,722.

    13F-HR 0001455495-26-000004 filed by IMA Advisory Services, 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 10,064 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $3,320,214.

    13F-HR 0001455495-25-000010 filed by IMA Advisory Services, 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 10,064 shares
    Change vs previous 13F +735 shares

    0.3% of the 13F portfolio, value $2,774,142.

    13F-HR 0001455495-25-000008 filed by IMA Advisory Services, 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 9,329 shares
    Change vs previous 13F +144 shares

    0.19% of the 13F portfolio, value $1,561,954.

    13F-HR 0001455495-25-000004 filed by IMA Advisory Services, 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 9,185 shares
    Change vs previous 13F +7,890 shares

    0.26% of the 13F portfolio, value $2,129,450.

    13F-HR 0001085146-25-001502 filed by IMA Advisory Services, 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 1,295 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $223,388.

    13F-HR 0001455495-24-000007 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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