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Independent Advisor Alliance: AVGO position timeline

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

Independent Advisor Alliance held 199,593 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,593 shares
    Change vs previous 13F -3,050 shares

    1.77% of the 13F portfolio, value $75,396,367.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 202,643 shares
    Change vs previous 13F -2,764 shares

    0.67% of the 13F portfolio, value $62,719,954.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 205,407 shares
    Change vs previous 13F -5,670 shares

    1.73% of the 13F portfolio, value $71,091,335.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 211,077 shares
    Change vs previous 13F +6,279 shares

    1.81% of the 13F portfolio, value $69,636,525.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 204,798 shares
    Change vs previous 13F -317 shares

    1.63% of the 13F portfolio, value $56,452,519.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 205,115 shares
    Change vs previous 13F -2,295 shares

    1.13% of the 13F portfolio, value $34,342,475.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 207,410 shares
    Change vs previous 13F +19,818 shares

    0.64% of the 13F portfolio, value $48,085,906.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 187,592 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $32,359,610.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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