Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionCcg Wealth Management, Llc
Latest Disclosed Ownership3,386 shares
Latest Disclosed Value $ 1,048,001
Ccg Wealth Management, Llc reports 7.87% increase in ownership of 1YD / Broadcom Inc.

On April 8, 2026 - Ccg Wealth Management, Llc filed a 13F-HR form disclosing ownership of 3,386 shares of Broadcom Inc. (DE:1YD) valued at $893,565 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,139 shares of Broadcom Inc.. This represents a change in shares of 7.87% during the quarter. The current value of the position is $1,144,976 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)
2026-04-08 2026-03-31 13F BROADCOM COM 11135F101 3,386 247 7.87 1,048 -3.50 0.2841
2026-01-21 2025-12-31 13F BROADCOM COM 11135F101 3,139 6 0.19 1,086 5.13 0.4656
2025-11-03 2025-09-30 13F BROADCOM COM 11135F101 3,133 511 19.49 1,034 43.07 0.4872
2025-07-25 2025-06-30 13F BROADCOM COM 11135F101 2,622 120 4.80 723 72.73 0.3809
2025-04-22 2025-03-31 13F BROADCOM COM 11135F101 2,502 306 13.93 419 -17.88 0.2506
2025-01-24 2024-12-31 13F BROADCOM COM 11135F101 2,196 -162 -6.87 509 25.37 0.2835
2024-10-15 2024-09-30 13F BROADCOM COM 11135F101 2,358 2,108 843.20 407 1.25 0.2277
2024-07-31 2024-06-30 13F BROADCOM COM 11135F101 250 40 19.05 401 44.24 0.2264
2024-04-18 2024-03-31 13F BROADCOM COM 11135F101 210 25 13.51 278 34.95 0.1677
2024-01-30 2023-12-31 13F BROADCOM COM 11135F101 185 -60 -24.49 207 1.48 0.1386
2023-10-10 2023-09-30 13F BROADCOM COM 11135F101 245 245 203 0.1332
2023-04-12 2023-03-31 13F BROADCOM COM 11135F101 0 -454 -100.00 0 -100.00
2023-01-19 2022-12-31 13F BROADCOM COM 11135F101 454 -26 -5.42 254 18.78 0.1410
2022-10-18 2022-09-30 13F BROADCOM COM 11135F101 480 13 2.78 213 -6.17 0.1300
2022-07-15 2022-06-30 13F BROADCOM COM 11135F101 467 -2 -0.43 227 -23.05 0.1279
2022-04-12 2022-03-31 13F BROADCOM COM 11135F101 469 -11 -2.29 295 -7.52 0.1446
2022-01-20 2021-12-31 13F BROADCOM COM 11135F101 480 -5 -1.03 319 35.74 0.1663
2021-10-26 2021-09-30 13F BROADCOM COM 11135F101 485 14 2.97 235 4.44 0.1361
2021-07-16 2021-06-30 13F BROADCOM COM 11135F101 471 14 3.06 225 6.13 0.1748
2021-05-04 2021-03-31 13F BROADCOM COM 11135F101 457 0 0.00 212 6.00 0.2089
2021-02-04 2020-12-31 13F BROADCOM COM 11135F101 457 457 200 0.2108
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.