Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership14,140 shares
Latest Disclosed Value $ 4,376,485
BSW Wealth Partners reports 0.93% increase in ownership of 1YD / Broadcom Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 14,140 shares of Broadcom Inc. (DE:1YD) valued at $3,731,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 14,010 shares of Broadcom Inc.. This represents a change in shares of 0.93% during the quarter. The current value of the position is $4,781,441 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 COM 11135F101 14,140 130 0.93 4,376 -9.74 0.5341
2026-01-23 2025-12-31 13F BROADCOM COM 11135F101 14,010 -820 -5.53 4,849 -0.90 0.5818
2025-10-15 2025-09-30 13F BROADCOM COM 11135F101 14,830 242 1.66 4,892 21.66 0.6094
2025-07-18 2025-06-30 13F BROADCOM COM 11135F101 14,588 -84 -0.57 4,021 63.72 0.5510
2025-04-24 2025-03-31 13F BROADCOM COM 11135F101 14,672 -383 -2.54 2,456 -29.63 0.3730
2025-01-22 2024-12-31 13F BROADCOM COM 11135F101 15,055 433 2.96 3,490 38.38 0.5123
2024-10-29 2024-09-30 13F BROADCOM COM 11135F101 14,622 13,218 941.45 2,522 11.89 0.3785
2024-07-16 2024-06-30 13F BROADCOM COM 11135F101 1,404 130 10.20 2,255 33.53 0.3700
2024-04-23 2024-03-31 13F BROADCOM COM 11135F101 1,274 -62 -4.64 1,688 13.21 0.2860
2024-01-25 2023-12-31 13F BROADCOM COM 11135F101 1,336 7 0.53 1,491 35.18 0.2957
2023-10-27 2023-09-30 13F BROADCOM COM 11135F101 1,329 -156 -10.51 1,104 -14.36 0.2455
2023-08-11 2023-06-30 13F BROADCOM COM 11135F101 1,485 -21 -1.39 1,289 33.33 0.2688
2023-05-15 2023-03-31 13F BROADCOM COM 11135F101 1,506 87 6.13 966 0.1979
2023-02-14 2022-12-31 13F BROADCOM COM 11135F101 1,419 -2 -0.14 1 -100.00 0.1703
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 1,421 -50 -3.40 631 -11.62 0.1550
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 1,471 12 0.82 714 -22.31 0.1711
2022-05-16 2022-03-31 13F BROADCOM COM 11135F101 1,459 -35 -2.34 919 -7.55 0.2323
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 1,494 275 22.56 994 68.19 0.2496
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 1,219 34 2.87 591 4.60 0.1652
2021-08-16 2021-06-30 13F BROADCOM COM 11135F101 1,185 258 27.83 565 31.40 0.1554
2021-05-17 2021-03-31 13F BROADCOM COM 11135F101 927 165 21.65 430 28.74 0.1242
2021-02-16 2020-12-31 13F BROADCOM COM 11135F101 762 26 3.53 334 24.63 0.1027
2020-11-13 2020-09-30 13F BROADCOM COM 11135F101 736 736 268 0.1006
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.