Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionAbound Wealth Management
Latest Disclosed Ownership13,045 shares
Latest Disclosed Value $ 4,037,676
Abound Wealth Management reports 2.53% increase in ownership of 1YD / Broadcom Inc.

On April 10, 2026 - Abound Wealth Management filed a 13F-HR form disclosing ownership of 13,045 shares of Broadcom Inc. (DE:1YD) valued at $3,442,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 12,723 shares of Broadcom Inc.. This represents a change in shares of 2.53% during the quarter. The current value of the position is $4,411,167 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)
2026-04-10 2026-03-31 13F BROADCOM COM 11135F101 13,045 322 2.53 4,038 -8.31 0.9174
2026-01-12 2025-12-31 13F BROADCOM COM 11135F101 12,723 -63 -0.49 4,403 4.39 1.0312
2025-10-10 2025-09-30 13F BROADCOM COM 11135F101 12,786 153 1.21 4,218 21.14 1.0559
2025-07-14 2025-06-30 13F BROADCOM COM 11135F101 12,633 28 0.22 3,482 65.02 0.9839
2025-04-17 2025-03-31 13F BROADCOM COM 11135F101 12,605 205 1.65 2,111 -26.58 0.7044
2025-01-13 2024-12-31 13F BROADCOM COM 11135F101 12,400 38 0.31 2,875 34.80 0.9222
2024-11-04 2024-09-30 13F BROADCOM COM 11135F101 12,362 11,126 900.16 2,133 7.46 0.7082
2024-08-09 2024-06-30 13F BROADCOM COM 11135F101 1,236 0 0.00 1,984 21.12 0.7317
2024-08-08 2024-03-31 13F BROADCOM COM 11135F101 1,236 3 0.24 1,638 19.04 0.6241
2024-08-08 2023-12-31 13F BROADCOM COM 11135F101 1,233 20 1.65 1,376 36.64 0.5522
2024-08-08 2023-09-30 13F BROADCOM COM 11135F101 1,213 1 0.08 1,008 -4.19 0.4288
2024-08-08 2023-06-30 13F BROADCOM COM 11135F101 1,212 -855 -41.36 1,051 -20.68 0.4398
2024-08-07 2023-03-31 13F BROADCOM COM 11135F101 2,067 2,027 5,067.50 1,326 5,922.73 0.5946
2024-08-07 2022-12-31 13F BROADCOM COM 11135F101 40 5 14.29 22 46.67 0.0110
2024-08-07 2022-09-30 13F BROADCOM COM 11135F101 35 35 16 0.0084
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.