Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership58,071 shares
Latest Disclosed Value $ 17,973,599
Gladstone Institutional Advisory LLC reports 4.17% increase in ownership of 1YD / Broadcom Inc.

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 58,071 shares of Broadcom Inc. (DE:1YD) valued at $15,324,937 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 55,748 shares of Broadcom Inc.. This represents a change in shares of 4.17% during the quarter. The current value of the position is $19,636,709 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)
2026-05-14 2026-03-31 13F BROADCOM COM 11135F101 58,071 2,323 4.17 17,974 -6.85 0.6659
2026-02-17 2025-12-31 13F BROADCOM COM 11135F101 55,748 2,708 5.11 19,295 10.26 0.7286
2025-10-22 2025-09-30 13F BROADCOM COM 11135F101 53,040 -2,216 -4.01 17,498 14.88 0.6739
2025-08-12 2025-06-30 13F BROADCOM COM 11135F101 55,256 1,387 2.57 15,231 68.88 0.6292
2025-05-15 2025-03-31 13F BROADCOM COM 11135F101 53,869 3,922 7.85 9,019 -22.11 0.4204
2025-01-29 2024-12-31 13F BROADCOM COM 11135F101 49,947 -11,233 -18.36 11,580 9.72 0.5371
2024-10-28 2024-09-30 13F BROADCOM COM 11135F101 61,180 55,509 978.82 10,554 15.90 0.5153
2024-08-02 2024-06-30 13F BROADCOM COM 11135F101 5,671 -69 -1.20 9,105 19.68 0.4742
2024-05-14 2024-03-31 13F BROADCOM COM 11135F101 5,740 -1,623 -22.04 7,608 -7.43 0.4174
2024-02-09 2023-12-31 13F BROADCOM COM 11135F101 7,363 481 6.99 8,219 43.81 0.4610
2023-11-13 2023-09-30 13F BROADCOM COM 11135F101 6,882 -573 -7.69 5,716 -11.61 0.3701
2023-08-10 2023-06-30 13F BROADCOM COM 11135F101 7,455 -1,536 -17.08 6,466 12.10 0.3942
2023-05-12 2023-03-31 13F BROADCOM COM 11135F101 8,991 683 8.22 5,768 24.18 0.3735
2023-02-01 2022-12-31 13F BROADCOM COM 11135F101 8,308 630 8.21 4,645 36.26 0.3278
2023-01-30 2022-09-30 13F/A-1 BROADCOM COM 11135F101 7,678 -718 -8.55 3,409 -16.43 0.2665
2022-10-20 2022-09-30 13F BROADCOM COM 11135F101 7,678 -718 3,409 0.2665
2023-01-30 2022-06-30 13F/A-1 BROADCOM COM 11135F101 8,396 283 3.49 4,079 -20.16 0.3226
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 8,396 283 4,079 0.3226
2023-01-30 2022-03-31 13F/A-1 BROADCOM COM 11135F101 8,113 3,850 90.31 5,109 80.08 0.3454
2022-05-04 2022-03-31 13F BROADCOM COM 11135F101 8,113 3,850 5,109 0.3454
2023-01-30 2021-12-31 13F/A-1 BROADCOM COM 11135F101 4,263 1,375 47.61 2,837 102.64 0.2198
2022-02-11 2021-12-31 13F BROADCOM COM 11135F101 4,263 1,375 2,837 0.2198
2023-01-30 2021-09-30 13F/A-1 BROADCOM COM 11135F101 2,888 2,145 288.69 1,400 295.48 0.1367
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 2,888 2,145 1,400 0.1367
2023-01-30 2021-06-30 13F/A-1 BROADCOM COM 11135F101 743 278 59.78 354 63.89 0.0421
2021-08-13 2021-06-30 13F BROADCOM COM 11135F101 743 278 354 0.0421
2023-01-30 2021-03-31 13F/A-1 BROADCOM COM 11135F101 465 465 216 0.0336
2021-05-17 2021-03-31 13F BROADCOM COM 11135F101 465 465 216 0.0336
2020-08-17 2020-06-30 13F BROADCOM COM 11135F101 0 -1,128 -100.00 0 -100.00
2020-05-14 2020-03-31 13F BROADCOM COM 11135F101 1,128 -177 -13.56 267 -35.19 0.0689
2020-02-12 2019-12-31 13F BROADCOM COM 11135F101 1,305 141 12.11 412 28.35 0.1010
2019-11-13 2019-09-30 13F BROADCOM COM 11135F101 1,164 -138 -10.60 321 -14.40 0.0816
2019-08-14 2019-06-30 13F BROADCOM COM 11135F101 1,302 1,302 375 0.1143
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.