Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionFiduciary Planning LLC
Latest Disclosed Ownership11,192 shares
Latest Disclosed Value $ 3,464,121
Fiduciary Planning LLC reports 0.28% increase in ownership of 1YD / Broadcom Inc.

On April 27, 2026 - Fiduciary Planning LLC filed a 13F-HR form disclosing ownership of 11,192 shares of Broadcom Inc. (DE:1YD) valued at $2,953,569 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 11,161 shares of Broadcom Inc.. This represents a change in shares of 0.28% during the quarter. The current value of the position is $3,784,575 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)
2026-04-27 2026-03-31 13F BROADCOM COM 11135F101 11,192 31 0.28 3,464 -10.31 1.0462
2026-01-22 2025-12-31 13F BROADCOM COM 11135F101 11,161 -6 -0.05 3,863 4.86 1.1724
2025-10-15 2025-09-30 13F BROADCOM COM 11135F101 11,167 -223 -1.96 3,684 17.33 1.1261
2025-07-30 2025-06-30 13F BROADCOM COM 11135F101 11,390 -1,421 -11.09 3,140 46.34 1.0386
2025-04-11 2025-03-31 13F BROADCOM COM 11135F101 12,811 40 0.31 2,145 -27.53 0.7067
2025-01-24 2024-12-31 13F BROADCOM COM 11135F101 12,771 -5 -0.04 2,961 34.36 0.9614
2024-10-22 2024-09-30 13F BROADCOM COM 11135F101 12,776 11,507 906.78 2,204 8.20 0.7479
2024-08-07 2024-06-30 13F BROADCOM COM 11135F101 1,269 -14 -1.09 2,037 19.76 0.7289
2024-04-29 2024-03-31 13F BROADCOM COM 11135F101 1,283 -5 -0.39 1,700 18.22 0.6430
2024-01-25 2023-12-31 13F BROADCOM COM 11135F101 1,288 -41 -3.09 1,438 30.25 0.6121
2023-10-26 2023-09-30 13F BROADCOM COM 11135F101 1,329 -250 -15.83 1,104 -19.36 0.5212
2023-08-04 2023-06-30 13F BROADCOM COM 11135F101 1,579 169 11.99 1,370 51.44 0.6305
2023-05-01 2023-03-31 13F BROADCOM COM 11135F101 1,410 1,410 905 0.4284
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.