Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionAccurate Wealth Management, LLC
Latest Disclosed Ownership28,800 shares
Latest Disclosed Value $ 10,680,117
Accurate Wealth Management, LLC reports 4.81% increase in ownership of 1YD / Broadcom Inc.

On April 23, 2026 - Accurate Wealth Management, LLC filed a 13F-HR form disclosing ownership of 28,800 shares of Broadcom Inc. (DE:1YD) valued at $7,600,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 27,478 shares of Broadcom Inc.. This represents a change in shares of 4.81% during the quarter. The current value of the position is $9,738,720 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)
2026-04-23 2026-03-31 13F BROADCOM COM 11135F101 28,800 1,322 4.81 10,680 12.75 1.2853
2026-01-14 2025-12-31 13F BROADCOM COM 11135F101 27,478 2,578 10.35 9,473 10.47 1.2021
2025-10-20 2025-09-30 13F BROADCOM COM 11135F101 24,900 2,100 9.21 8,574 36.55 1.1417
2025-07-15 2025-06-30 13F BROADCOM COM 11135F101 22,800 2,094 10.11 6,280 66.82 0.9606
2025-04-15 2025-03-31 13F BROADCOM COM 11135F101 20,706 1,963 10.47 3,765 -10.49 0.7186
2025-01-14 2024-12-31 13F BROADCOM COM 11135F101 18,743 1,194 6.80 4,206 36.13 0.8071
2024-10-17 2024-09-30 13F BROADCOM COM 11135F101 17,549 16 0.09 3,090 2.80 0.6207
2024-07-17 2024-06-30 13F BROADCOM COM 11135F101 17,533 15,940 1,000.63 3,005 56.59 0.7207
2024-04-23 2024-03-31 13F BROADCOM COM 11135F101 1,593 -34 -2.09 1,920 7.27 0.5607
2024-01-12 2023-12-31 13F BROADCOM COM 11135F101 1,627 -142 -8.03 1,790 14.31 0.5566
2023-10-23 2023-09-30 13F BROADCOM COM 11135F101 1,769 207 13.25 1,565 12.83 0.4910
2023-07-24 2023-06-30 13F BROADCOM COM 11135F101 1,562 129 9.00 1,388 54.45 0.4329
2023-04-13 2023-03-31 13F BROADCOM COM 11135F101 1,433 595 71.00 899 86.69 0.3099
2023-01-11 2022-12-31 13F BROADCOM COM 11135F101 838 174 26.20 482 67.01 0.1772
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 664 -66 -9.04 288 -19.55 0.1201
2022-08-04 2022-06-30 13F BROADCOM COM 11135F101 730 -45 -5.81 358 -26.64 0.1946
2022-05-10 2022-03-31 13F BROADCOM COM 11135F101 775 29 3.89 488 7.49 0.2186
2022-02-08 2021-12-31 13F BROADCOM COM 11135F101 746 28 3.90 454 32.75 0.3710
2021-10-22 2021-09-30 13F BROADCOM COM 11135F101 718 54 8.13 342 7.89 0.2977
2021-08-25 2021-06-30 13F BROADCOM COM 11135F101 664 664 317 0.2787
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.