Broadcom Inc.
AT ˙ WBAG ˙ US11135F1012
343,85 € ↓ -12,10 (-3,40%)
2026-06-05
DEL PRIS
SecurityAT:BROA / Broadcom Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership11,905 shares
Latest Disclosed Value $ 4,423,458
Plancorp, LLC reports 2.27% increase in ownership of BROA / Broadcom Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 11,905 shares of Broadcom Inc. (AT:BROA) valued at $3,115,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 11,641 shares of Broadcom Inc.. This represents a change in shares of 2.27% during the quarter. The current value of the position is $4,093,534 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F BROADCOM COM 11135F101 11,905 264 2.27 4,423 9.81 0.1258
2026-02-05 2025-12-31 13F BROADCOM COM 11135F101 11,641 462 4.13 4,029 9.22 0.1218
2025-10-15 2025-09-30 13F BROADCOM COM 11135F101 11,179 -694 -5.85 3,688 12.71 0.1157
2025-07-16 2025-06-30 13F BROADCOM COM 11135F101 11,873 1,082 10.03 3,273 81.17 0.1134
2025-05-15 2025-03-31 13F BROADCOM COM 11135F101 10,791 2,598 31.71 1,807 -4.90 0.0716
2025-02-11 2024-12-31 13F BROADCOM COM 11135F101 8,193 1,430 21.14 1,899 62.86 0.0780
2024-11-12 2024-09-30 13F BROADCOM COM 11135F101 6,763 6,112 938.86 1,167 11.58 0.0476
2024-08-09 2024-06-30 13F BROADCOM COM 11135F101 651 67 11.47 1,045 35.01 0.0453
2024-05-15 2024-03-31 13F BROADCOM COM 11135F101 584 137 30.65 774 55.42 0.0336
2024-02-09 2023-12-31 13F BROADCOM COM 11135F101 447 138 44.66 499 94.53 0.0239
2023-11-08 2023-09-30 13F BROADCOM COM 11135F101 309 65 26.64 257 21.33 0.0137
2023-07-26 2023-06-30 13F BROADCOM COM 11135F101 244 244 212 0.0114
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.