Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionEverett Harris & Co /ca/
Latest Disclosed Ownership3,822 shares
Latest Disclosed Value $ 1,182,947
Everett Harris & Co /ca/ reports 5.12% increase in ownership of 1YD / Broadcom Inc.

On May 8, 2026 - Everett Harris & Co /ca/ filed a 13F-HR form disclosing ownership of 3,822 shares of Broadcom Inc. (DE:1YD) valued at $1,008,626 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,636 shares of Broadcom Inc.. This represents a change in shares of 5.12% during the quarter. The current value of the position is $1,292,409 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)
2026-05-08 2026-03-31 13F Broadcom COM 11135F101 3,822 186 5.12 1,183 -6.04 0.0152
2026-02-11 2025-12-31 13F Broadcom COM 11135F101 3,636 -82 -2.21 1,258 2.61 0.0152
2025-11-03 2025-09-30 13F Broadcom COM 11135F101 3,718 801 27.46 1,227 52.49 0.0151
2025-08-08 2025-06-30 13F Broadcom COM 11135F101 2,917 -310 -9.61 804 48.89 0.0103
2025-05-12 2025-03-31 13F Broadcom COM 11135F101 3,227 396 13.99 540 -17.68 0.0069
2025-01-24 2024-12-31 13F BROADCOM COM 11135F101 2,831 588 26.21 656 69.95 0.0083
2024-10-18 2024-09-30 13F BROADCOM COM 11135F101 2,243 2,016 888.11 387 6.04 0.0048
2024-08-02 2024-06-30 13F BROADCOM COM 11135F101 227 28 14.07 364 38.40 0.0047
2024-04-19 2024-03-31 13F BROADCOM COM 11135F101 199 -1 -0.50 264 17.94 0.0035
2024-01-18 2023-12-31 13F BROADCOM COM 11135F101 200 200 223 0.0032
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.