Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionEPG Wealth Management LLC
Latest Disclosed Ownership12,320 shares
Latest Disclosed Value $ 3,813,283
EPG Wealth Management LLC reports 3.34% increase in ownership of 1YD / Broadcom Inc.

On May 7, 2026 - EPG Wealth Management LLC filed a 13F-HR form disclosing ownership of 12,320 shares of Broadcom Inc. (DE:1YD) valued at $3,251,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 11,922 shares of Broadcom Inc.. This represents a change in shares of 3.34% during the quarter. The current value of the position is $4,166,008 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)
2026-05-07 2026-03-31 13F BROADCOM COM 11135F101 12,320 398 3.34 3,813 -7.59 1.0284
2026-01-28 2025-12-31 13F BROADCOM COM 11135F101 11,922 -784 -6.17 4,126 -1.55 1.1106
2025-11-03 2025-09-30 13F BROADCOM COM 11135F101 12,706 128 1.02 4,192 20.88 1.1547
2025-08-05 2025-06-30 13F BROADCOM COM 11135F101 12,578 107 0.86 3,467 66.04 1.0411
2025-05-13 2025-03-31 13F BROADCOM COM 11135F101 12,471 -3,421 -21.53 2,088 -43.32 0.5813
2025-02-14 2024-12-31 13F BROADCOM COM 11135F101 15,892 -585 -3.55 3,684 29.63 0.9713
2024-11-13 2024-09-30 13F BROADCOM COM 11135F101 16,477 16,477 2,842 -15.24 0.7170
2024-08-13 2024-06-30 13F BROADCOM COM 11135F101 0 -1,984 -100.00 3,354 27.54 0.7825
2024-05-14 2024-03-31 13F BROADCOM COM 11135F101 1,984 9 0.46 2,629 6.39 0.6439
2024-02-15 2023-12-31 13F BROADCOM COM 11135F101 1,975 47 2.44 2,472 54.34 0.6501
2023-11-13 2023-09-30 13F BROADCOM COM 11135F101 1,928 -166 -7.93 1,601 -11.84 0.4830
2023-08-15 2023-06-30 13F BROADCOM COM 11135F101 2,094 -381 -15.39 1,817 14.36 0.5375
2023-05-15 2023-03-31 13F BROADCOM COM 11135F101 2,475 989 66.55 1,588 91.33 0.5009
2023-02-15 2022-12-31 13F BROADCOM COM 11135F101 1,486 45 3.12 831 29.69 0.3162
2022-11-15 2022-09-30 13F BROADCOM COM 11135F101 1,441 130 9.92 640 0.47 0.2629
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 1,311 88 7.20 637 -17.27 0.2720
2022-05-10 2022-03-31 13F BROADCOM COM 11135F101 1,223 240 24.42 770 17.74 0.2665
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 983 33 3.47 654 41.87 0.2300
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 950 26 2.81 461 4.77 0.1849
2021-08-09 2021-06-30 13F BROADCOM COM 11135F101 924 172 22.87 440 26.07 0.1866
2021-05-10 2021-03-31 13F BROADCOM INC COM Stock 11135F101 752 102 15.69 349 22.46 0.1697
2021-01-29 2020-12-31 13F BROADCOM INC COM Stock 11135F101 650 650 285 0.1711
2020-08-06 2020-06-30 13F BROADCOM INC COM Stock 11135F101 0 -522 -100.00 0 -100.00
2020-05-05 2020-03-31 13F BROADCOM INC COM Stock 11135F101 522 223 74.58 124 30.53 0.0911
2020-02-14 2019-12-31 13F BROADCOM INC COM Stock 11135F101 299 299 95 0.0696
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.