Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionBeacon Financial Advisory LLC
Latest Disclosed Ownership6,931 shares
Latest Disclosed Value $ 2,145,307
Beacon Financial Advisory LLC reports 3.80% increase in ownership of 1YD / Broadcom Inc.

On April 27, 2026 - Beacon Financial Advisory LLC filed a 13F-HR form disclosing ownership of 6,931 shares of Broadcom Inc. (DE:1YD) valued at $1,829,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,677 shares of Broadcom Inc.. This represents a change in shares of 3.80% during the quarter. The current value of the position is $2,343,718 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)
2026-04-27 2026-03-31 13F BROADCOM COM 11135F101 6,931 254 3.80 2,145 -7.14 0.4844
2026-02-13 2025-12-31 13F BROADCOM COM 11135F101 6,677 103 1.57 2,311 6.55 0.5354
2025-10-29 2025-09-30 13F BROADCOM COM 11135F101 6,574 2,350 55.63 2,169 86.25 0.5024
2025-07-22 2025-06-30 13F BROADCOM COM 11135F101 4,224 82 1.98 1,164 67.97 0.3011
2025-04-24 2025-03-31 13F BROADCOM COM 11135F101 4,142 584 16.41 693 -16.00 0.2101
2025-01-27 2024-12-31 13F BROADCOM COM 11135F101 3,558 435 13.93 825 53.35 0.2683
2024-10-30 2024-09-30 13F BROADCOM COM 11135F101 3,123 2,818 923.93 539 10.02 0.1832
2024-07-26 2024-06-30 13F BROADCOM COM 11135F101 305 1 0.33 489 21.34 0.1827
2024-05-01 2024-03-31 13F BROADCOM COM 11135F101 304 -78 -20.42 403 -5.18 0.1960
2024-01-23 2023-12-31 13F BROADCOM COM 11135F101 382 4 1.06 426 35.78 0.2054
2023-10-25 2023-09-30 13F BROADCOM COM 11135F101 378 8 2.16 314 -2.19 0.1733
2023-07-17 2023-06-30 13F BROADCOM COM 11135F101 370 2 0.54 321 35.59 0.1841
2023-04-18 2023-03-31 13F BROADCOM COM 11135F101 368 2 0.55 236 15.69 0.1500
2023-01-20 2022-12-31 13F BROADCOM COM 11135F101 366 366 204 0.1464
2022-07-25 2022-06-30 13F BROADCOM COM 11135F101 0 -343 -100.00 0 -100.00
2022-04-27 2022-03-31 13F BROADCOM COM 11135F101 343 4 1.18 216 -4.42 0.1032
2022-01-21 2021-12-31 13F BROADCOM COM 11135F101 339 339 226 0.1043
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.