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Disclosery

STERLING INVESTMENT ADVISORS LLC /ADV: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STERLING INVESTMENT ADVISORS LLC /ADV on AVGO, newest first. How the timeline and the estimate are built.

STERLING INVESTMENT ADVISORS LLC /ADV held 6,070 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 6,070 shares
    Change vs previous 13F +10 shares

    1.03% of the 13F portfolio, value $2,293,165.

    13F-HR 0001009198-26-000005 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 6,060 shares
    Change vs previous 13F +14 shares

    0.9% of the 13F portfolio, value $1,875,641.

    13F-HR 0001009198-26-000003 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 6,046 shares
    Change vs previous 13F +11 shares

    1.01% of the 13F portfolio, value $2,092,781.

    13F-HR 0001009198-26-000001 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    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 6,035 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,991,210.

    13F-HR 0001009198-25-000004 filed by STERLING INVESTMENT ADVISORS LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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