IAM Advisory, LLC

Position in AVGO — Broadcom Inc.

CIK 1825292 EASTON, PA

Position in AVGO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$6,478,412

+$1,112,747 QoQ

Shares Held

17,150

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

6.07%

of 13F equity value

Holder Rank

#1,823

of 4,778 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

IAM Advisory, LLC holds $18,888,032 across 4 Semiconductors names. AVGO ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc	12,848	$7,463,531
2	AVGO	Broadcom Inc. This page	17,150	$6,478,412
3	NVDA	Nvidia Corp	20,981	$4,198,088
4	MRVL	Marvell Technology, Inc.	2,511	$748,001

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,478,412	17,150	-1.1%	Shares	Sole	2026-07-14
2026-03-31	$5,365,665	17,336	-3.6%	Shares	Sole	2026-04-10
2025-12-31	$6,222,878	17,980	-8.4%	Shares	Sole	2026-01-07
2025-09-30	$6,477,782	19,635	-3.6%	Shares	Sole	2025-10-20
2025-06-30	$5,616,093	20,374	-1.7%	Shares	Sole	2025-07-08
2025-03-31	$3,469,819	20,724	-7.0%	Shares	Sole	2025-04-11
2024-12-31	$5,168,409	22,293	-1.1%	Shares	Sole	2025-01-15
2024-09-30	$3,886,425	22,530	+857.9%	Shares	Sole	2024-10-07
2024-06-30	$3,776,206	2,352	+19.6%	Shares	Sole	2024-07-12
2024-03-31	$2,607,081	1,967	-1.5%	Shares	Sole	2024-04-15
2023-12-31	$2,229,151	1,997	+0.7%	Shares	Sole	2024-01-12
2023-09-30	$1,647,040	1,983	+1.8%	Shares	Sole	2023-10-10
2023-06-30	$1,688,886	1,947	+5.8%	Shares	Sole	2023-07-13
2023-03-31	$1,180,433	1,840	—	Shares	Sole	2023-04-10
No filing history on record for this holder in this stock.