Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionCrown Wealth Group, LLC
Latest Disclosed Ownership6,531 shares
Latest Disclosed Value $ 2,021,410
Crown Wealth Group, LLC reports 2.05% increase in ownership of 1YD / Broadcom Inc.

On April 21, 2026 - Crown Wealth Group, LLC filed a 13F-HR form disclosing ownership of 6,531 shares of Broadcom Inc. (DE:1YD) valued at $1,723,531 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 6,400 shares of Broadcom Inc.. This represents a change in shares of 2.05% during the quarter. The current value of the position is $2,208,458 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)
2026-04-21 2026-03-31 13F BROADCOM COM 11135F101 6,531 131 2.05 2,021 -8.76 0.5937
2026-01-28 2025-12-31 13F BROADCOM COM 11135F101 6,400 460 7.74 2,215 13.07 0.6189
2025-10-22 2025-09-30 13F BROADCOM COM 11135F101 5,940 513 9.45 1,960 31.04 0.5888
2025-07-16 2025-06-30 13F BROADCOM COM 11135F101 5,427 701 14.83 1,496 89.00 0.5620
2025-04-25 2025-03-31 13F BROADCOM COM 11135F101 4,726 860 22.25 791 -11.72 0.4104
2025-02-05 2024-12-31 13F BROADCOM COM 11135F101 3,866 129 3.45 896 39.13 0.3646
2024-11-13 2024-09-30 13F BROADCOM COM 11135F101 3,737 3,226 631.31 645 -21.46 0.2803
2024-07-26 2024-06-30 13F BROADCOM COM 11135F101 511 145 39.62 820 69.07 0.4099
2024-05-01 2024-03-31 13F BROADCOM COM 11135F101 366 -24 -6.15 485 11.49 0.2500
2024-01-23 2023-12-31 13F BROADCOM COM 11135F101 390 390 435 0.2621
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.