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Ipsen Advisor Group LLC: AVGO position timeline

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

Ipsen Advisor Group LLC held 2,905 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,905 shares
    Change vs previous 13F -593 shares

    0.71% of the 13F portfolio, value $1,097,390.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group 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 3,498 shares
    Change vs previous 13F -10 shares

    0.76% of the 13F portfolio, value $1,082,663.

    13F-HR 0001964922-26-000002 filed by Ipsen Advisor Group 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 3,508 shares
    Change vs previous 13F -486 shares

    0.86% of the 13F portfolio, value $1,214,225.

    13F-HR 0001964922-26-000001 filed by Ipsen Advisor Group 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 3,994 shares
    Change vs previous 13F -1,077 shares

    0.95% of the 13F portfolio, value $1,317,770.

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor Group 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 5,071 shares
    Change vs previous 13F -1,539 shares

    1.06% of the 13F portfolio, value $1,397,754.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor Group 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 6,610 shares
    Change vs previous 13F +168 shares

    0.95% of the 13F portfolio, value $1,106,668.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor Group 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 6,442 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,493,573.

    13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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