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Disclosery

Independence Financial Advisors, LLC: AVGO position timeline

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

Independence Financial Advisors, LLC held 0 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -2,045 shares

    13F-HR 0002066080-26-000003 filed by Independence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,045 shares
    Change vs previous 13F -77 shares

    0.19% of the 13F portfolio, value $633,006.

    13F-HR 0002066080-26-000002 filed by Independence Financial Advisors, 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 2,122 shares
    Change vs previous 13F -1 shares

    0.2% of the 13F portfolio, value $734,389.

    13F-HR 0002066080-26-000001 filed by Independence Financial Advisors, 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 2,123 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $700,390.

    13F-HR 0002066080-25-000005 filed by Independence Financial Advisors, 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 2,119 shares
    Change vs previous 13F -26 shares

    0.23% of the 13F portfolio, value $584,169.

    13F-HR 0002066080-25-000004 filed by Independence Financial Advisors, 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 2,145 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $359,079.

    13F-HR 0002066080-25-000003 filed by Independence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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