Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership23,976 shares
Latest Disclosed Value $ 7,420,743
BKD Wealth Advisors, LLC reports 2.70% increase in ownership of 1YD / Broadcom Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 23,976 shares of Broadcom Inc. (DE:1YD) valued at $6,327,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 23,346 shares of Broadcom Inc.. This represents a change in shares of 2.70% during the quarter. The current value of the position is $8,107,484 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)
2026-05-01 2026-03-31 13F BROADCOM COM 11135F101 23,976 630 2.70 7,421 -8.17 0.1409
2026-02-10 2025-12-31 13F BROADCOM COM 11135F101 23,346 -56 -0.24 8,080 4.66 0.1526
2025-10-30 2025-09-30 13F BROADCOM COM 11135F101 23,402 87 0.37 7,720 20.14 0.1533
2025-07-29 2025-06-30 13F BROADCOM COM 11135F101 23,315 3,718 18.97 6,427 95.85 0.1386
2025-05-13 2025-03-31 13F BROADCOM COM 11135F101 19,597 3,872 24.62 3,281 -9.99 0.0787
2025-02-04 2024-12-31 13F BROADCOM COM 11135F101 15,725 -424 -2.63 3,646 30.88 0.0840
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 16,149 14,660 984.55 2,786 16.48 0.0640
2024-08-09 2024-06-30 13F BROADCOM COM 11135F101 1,489 545 57.73 2,391 91.13 0.0597
2024-04-19 2024-03-31 13F BROADCOM COM 11135F101 944 267 39.44 1,251 65.70 0.0318
2024-01-11 2023-12-31 13F BROADCOM COM 11135F101 677 51 8.15 756 45.47 0.0210
2023-10-26 2023-09-30 13F BROADCOM COM 11135F101 626 -105 -14.36 520 -18.14 0.0157
2023-08-08 2023-06-30 13F BROADCOM COM 11135F101 731 88 13.69 634 53.88 0.0186
2023-04-27 2023-03-31 13F BROADCOM COM 11135F101 643 -15 -2.28 413 12.26 0.0135
2023-02-03 2022-12-31 13F BROADCOM COM 11135F101 658 -25 -3.66 368 20.72 0.0129
2022-10-14 2022-09-30 13F BROADCOM COM 11135F101 683 -10 -1.44 304 -9.79 0.0123
2022-07-22 2022-06-30 13F BROADCOM COM 11135F101 693 337 94.66 337 50.45 0.0136
2022-05-10 2022-03-31 13F BROADCOM COM 11135F101 356 356 224 0.0095
2021-04-23 2021-03-31 13F BROADCOM COM 11135F101 0 -1,325 -100.00 0 -100.00
2021-01-22 2020-12-31 13F BROADCOM COM 11135F101 1,325 107 8.78 580 30.63 0.0291
2020-11-05 2020-09-30 13F BROADCOM COM 11135F101 1,218 -144 -10.57 444 3.26 0.0259
2020-07-15 2020-06-30 13F BROADCOM COM 11135F101 1,362 256 23.15 430 64.12 0.0279
2020-04-10 2020-03-31 13F BROADCOM COM 11135F101 1,106 294 36.21 262 1.95 0.0215
2020-01-13 2019-12-31 13F BROADCOM COM 11135F101 812 812 257 0.0185
2019-10-28 2019-09-30 13F BROADCOM COM 11135F101 0 -2,315 -100.00 0 -100.00
2019-07-10 2019-06-30 13F BROADCOM COM 11135F101 2,315 2 0.09 666 -4.31 0.0540
2019-04-10 2019-03-31 13F BROADCOM COM 11135F101 2,313 71 3.17 696 22.11 0.0577
2019-01-28 2018-12-31 13F/A-1 BROADCOM COM 11135F101 2,242 2,242 570 0.0583
2019-01-15 2018-12-31 13F BROADCOM COM 11135F101 2,242 2,242 570 0.0527
2018-05-25 2018-03-31 13F/A-1 BROADCOM SHS Y09827109 0 -2,399 -100.00 0 -100.00
2018-01-18 2017-12-31 13F BROADCOM SHS Y09827109 2,399 193 8.75 616 15.14 0.0616
2017-10-13 2017-09-30 13F BROADCOM SHS Y09827109 2,206 -85 -3.71 535 0.19 0.0589
2017-07-10 2017-06-30 13F BROADCOM SHS Y09827109 2,291 -70 -2.96 534 3.29 0.0605
2017-04-13 2017-03-31 13F BROADCOM SHS Y09827109 2,361 48 2.08 517 26.41 0.0631
2017-01-06 2016-12-31 13F BROADCOM SHS Y09827109 2,313 -29 -1.24 409 1.24 0.0535
2016-10-18 2016-09-30 13F BROADCOM SHS Y09827109 2,342 519 28.47 404 42.76 0.0563
2016-07-12 2016-06-30 13F BROADCOM SHS Y09827109 1,823 1,823 283 0.0421
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.