Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionBay Harbor Wealth Management, LLC
Latest Disclosed Ownership868 shares
Latest Disclosed Value $ 268,654
Bay Harbor Wealth Management, LLC reports 12.00% increase in ownership of 1YD / Broadcom Inc.

On April 14, 2026 - Bay Harbor Wealth Management, LLC filed a 13F-HR form disclosing ownership of 868 shares of Broadcom Inc. (DE:1YD) valued at $229,065 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 775 shares of Broadcom Inc.. This represents a change in shares of 12.00% during the quarter. The current value of the position is $293,514 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 INC COM Common Stock 11135F101 868 93 12.00 269 0.00 0.0697
2026-02-02 2025-12-31 13F BROADCOM INC COM Common Stock 11135F101 775 22 2.92 268 8.06 0.0701
2025-10-09 2025-09-30 13F BROADCOM INC COM Common Stock 11135F101 753 54 7.73 248 29.17 0.0671
2025-07-22 2025-06-30 13F BROADCOM INC COM Common Stock 11135F101 699 26 3.86 193 71.43 0.0559
2025-05-12 2025-03-31 13F BROADCOM INC COM Common Stock 11135F101 673 -314 -31.81 113 -50.88 0.0356
2025-01-27 2024-12-31 13F BROADCOM INC COM Common Stock 11135F101 987 134 15.71 229 55.10 0.0743
2024-10-24 2024-09-30 13F BROADCOM INC COM Common Stock 11135F101 853 764 858.43 147 3.52 0.0481
2024-07-24 2024-06-30 13F BROADCOM INC COM Common Stock 11135F101 89 -15 -14.42 143 2.90 0.0498
2024-04-22 2024-03-31 13F BROADCOM INC COM Common Stock 11135F101 104 2 1.96 138 22.12 0.0497
2024-01-26 2023-12-31 13F BROADCOM INC COM Common Stock 11135F101 102 0 0.00 114 34.52 0.0435
2023-10-25 2023-09-30 13F BROADCOM INC COM Common Stock 11135F101 102 -23 -18.40 85 -22.22 0.0356
2023-07-19 2023-06-30 13F BROADCOM INC COM Common Stock 11135F101 125 -9 -6.72 108 27.06 0.0442
2023-05-03 2023-03-31 13F BROADCOM INC COM Common Stock 11135F101 134 17 14.53 86 0.0365
2023-01-25 2022-12-31 13F BROADCOM INC COM Common Stock 11135F101 117 -1 -0.85 0 -100.00 0.0291
2022-11-02 2022-09-30 13F BROADCOM INC COM Common Stock 11135F101 118 118 52 0.0245
2021-05-05 2021-03-31 13F BROADCOM INC COM Stock 11135F101 0 -17 -100.00 0 -100.00
2021-02-09 2020-12-31 13F BROADCOM INC COM Stock 11135F101 17 4 30.77 7 40.00 0.0032
2020-10-27 2020-09-30 13F BROADCOM INC COM Stock 11135F101 13 13 5 0.0025
2020-07-16 2020-06-30 13F Broadcom Inc Com Common Stock 11135F101 0 -6 -100.00 0 -100.00
2020-05-20 2020-03-31 13F Broadcom Inc Com Common Stock 11135F101 6 -26 -81.25 1 -90.00 0.0006
2020-01-27 2019-12-31 13F Broadcom Inc Com Common Stock 11135F101 32 0 0.00 10 11.11 0.0054
2019-10-15 2019-09-30 13F Broadcom Inc Com Common Stock 11135F101 32 -134 -80.72 9 -81.25 0.0054
2019-07-18 2019-06-30 13F Broadcom Inc Com Common Stock 11135F101 166 -34 -17.00 48 -20.00 0.0298
2019-04-22 2019-03-31 13F Broadcom Inc Com Common Stock 11135F101 200 50 33.33 60 57.89 0.0409
2019-02-14 2018-12-31 13F Broadcom Inc Com Common Stock 11135F101 150 150 38 0.0302
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.