Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionAscent Wealth Partners, LLC
Latest Disclosed Ownership24,804 shares
Latest Disclosed Value $ 7,676,988
Ascent Wealth Partners, LLC reports 5.74% increase in ownership of 1YD / Broadcom Inc.

On May 6, 2026 - Ascent Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 24,804 shares of Broadcom Inc. (DE:1YD) valued at $6,545,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 23,457 shares of Broadcom Inc.. This represents a change in shares of 5.74% during the quarter. The current value of the position is $8,387,473 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)
2026-05-06 2026-03-31 13F BROADCOM COM 11135F101 24,804 1,347 5.74 7,677 -5.44 0.8923
2026-02-02 2025-12-31 13F BROADCOM COM 11135F101 23,457 514 2.24 8,118 7.25 0.9342
2025-10-21 2025-09-30 13F BROADCOM COM 11135F101 22,943 101 0.44 7,569 20.22 0.8780
2025-08-12 2025-06-30 13F BROADCOM COM 11135F101 22,842 216 0.95 6,297 66.21 0.7770
2025-05-02 2025-03-31 13F BROADCOM COM 11135F101 22,626 -7,151 -24.02 3,788 -45.13 0.5081
2025-02-04 2024-12-31 13F BROADCOM COM 11135F101 29,777 -285 -0.95 6,904 33.13 0.9308
2024-10-31 2024-09-30 13F BROADCOM COM 11135F101 30,062 27,064 902.74 5,186 7.73 0.7226
2024-07-31 2024-06-30 13F BROADCOM COM 11135F101 2,998 34 1.15 4,813 22.53 0.7048
2024-05-01 2024-03-31 13F BROADCOM COM 11135F101 2,964 8 0.27 3,929 19.07 0.5833
2024-01-22 2023-12-31 13F BROADCOM COM 11135F101 2,956 38 1.30 3,300 36.15 0.5388
2023-10-20 2023-09-30 13F BROADCOM COM 11135F101 2,918 -6 -0.21 2,424 -1.78 0.4464
2023-08-04 2023-06-30 13F BROADCOM COM 11135F101 2,924 59 2.06 2,467 34.22 0.4346
2023-04-25 2023-03-31 13F BROADCOM COM 11135F101 2,865 22 0.77 1,838 15.74 0.3694
2023-02-02 2022-12-31 13F BROADCOM COM 11135F101 2,843 -8 -0.28 1,589 25.43 0.3416
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 2,851 -970 -25.39 1,266 -15.43 0.3016
2022-08-10 2022-06-30 13F BROADCOM COM 11135F101 3,821 1,049 37.84 1,497 -14.26 0.3367
2022-05-02 2022-03-31 13F Broadcom Inc Com COM 11135F101 2,772 17 0.62 1,746 -4.75 0.3264
2022-01-27 2021-12-31 13F Broadcom Inc Com COM 11135F101 2,755 75 2.80 1,833 41.00 0.3263
2021-11-01 2021-09-30 13F Broadcom Inc Com COM 11135F101 2,680 18 0.68 1,300 2.36 0.2487
2021-07-30 2021-06-30 13F Broadcom Inc Com COM 11135F101 2,662 -178 -6.27 1,270 -3.57 0.2423
2021-04-26 2021-03-31 13F Broadcom Inc Com COM 11135F101 2,840 41 1.46 1,317 7.42 0.2859
2021-02-02 2020-12-31 13F Broadcom Inc Com COM 11135F101 2,799 -108 -3.72 1,226 15.66 0.2727
2020-10-22 2020-09-30 13F Broadcom Inc Com COM 11135F101 2,907 42 1.47 1,060 17.26 0.2710
2020-07-21 2020-06-30 13F Broadcom Inc Com COM 11135F101 2,865 83 2.98 904 37.18 0.2623
2020-04-29 2020-03-31 13F Broadcom Inc Com COM 11135F101 2,782 142 5.38 659 -21.08 0.2411
2020-01-29 2019-12-31 13F Broadcom Inc Com COM 11135F101 2,640 21 0.80 835 15.49 0.2374
2019-10-22 2019-09-30 13F Broadcom Inc Com COM 11135F101 2,619 70 2.75 723 -1.50 0.2213
2019-07-30 2019-06-30 13F Broadcom Inc Com COM 11135F101 2,549 -1,955 -43.41 734 -45.83 0.2268
2019-05-13 2019-03-31 13F Broadcom Inc Com Equity 11135F101 4,504 337 8.09 1,355 27.95 0.4411
2019-02-13 2018-12-31 13F Broadcom Inc Com Equity 11135F101 4,167 -9 -0.22 1,059 2.82 0.4137
2019-08-21 2018-09-30 13F Broadcom Inc Com COM 11135F101 4,176 197 4.95 1,030 6.63 0.3286
2019-08-21 2018-06-30 13F Broadcom Inc Com COM 11135F101 3,979 -31 -0.77 966 2.22 0.3398
2019-08-21 2018-03-31 13F Broadcom COM Y09827109 4,010 1 0.02 945 -8.16 0.3435
2019-08-21 2017-12-31 13F Broadcom COM Y09827109 4,009 -1,602 -28.55 1,029 -24.39 0.3831
2019-08-21 2017-09-30 13F Broadcom COM Y09827109 5,611 190 3.50 1,361 7.67 0.5449
2019-08-21 2017-06-30 13F Broadcom COM Y09827109 5,421 -85 -1.54 1,264 4.81 0.5436
2019-08-21 2017-03-31 13F Broadcom COM Y09827109 5,506 -35 -0.63 1,206 23.06 0.5442
2019-08-21 2016-12-31 13F Broadcom COM Y09827109 5,541 -139 -2.45 980 0.00 0.4807
2019-08-21 2016-09-30 13F Broadcom COM Y09827109 5,680 -5 -0.09 980 10.86 0.4955
2019-08-21 2016-06-30 13F Broadcom COM Y09827109 5,685 -95 -1.64 884 -1.01 0.4578
2019-08-21 2016-03-31 13F Broadcom COM Y09827109 5,780 110 1.94 893 8.51 0.4795
2019-08-21 2015-12-31 13F Avago Technologies COM Y0486S104 5,670 65 1.16 823 17.40 0.4592
2019-08-21 2015-09-30 13F Avago Technologies COM Y0486S104 5,605 205 3.80 701 -2.37 0.4185
2019-08-21 2015-06-30 13F Avago Technologies COM Y0486S104 5,400 325 6.40 718 11.49 0.3950
2019-08-21 2015-03-31 13F Avago Technologies COM Y0486S104 5,075 100 2.01 644 28.80 0.3523
2019-08-21 2014-12-31 13F Avago Technologies COM Y0486S104 4,975 4,975 500 0.2936
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.