Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership5,540 shares
Latest Disclosed Value $ 1,714,685
Heritage Wealth Advisors reports 73.18% increase in ownership of 1YD / Broadcom Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 5,540 shares of Broadcom Inc. (DE:1YD) valued at $1,462,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,199 shares of Broadcom Inc.. This represents a change in shares of 73.18% during the quarter. The current value of the position is $1,873,351 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)
2026-05-13 2026-03-31 13F Broadcom COM 11135F101 5,540 2,341 73.18 1,715 54.83 0.0670
2026-02-13 2025-12-31 13F Broadcom COM 11135F101 3,199 0 0.00 1,107 4.93 0.0423
2025-11-13 2025-09-30 13F Broadcom COM 11135F101 3,199 -38 -1.17 1,055 18.27 0.0462
2025-08-11 2025-06-30 13F Broadcom COM 11135F101 3,237 -49 -1.49 892 62.18 0.0424
2025-05-08 2025-03-31 13F Broadcom COM 11135F101 3,286 0 0.00 550 -27.73 0.0279
2025-02-12 2024-12-31 13F Avago Technologies COM 11135F101 3,286 69 2.14 762 37.36 0.0378
2024-11-12 2024-09-30 13F Avago Technologies COM 11135F101 3,217 3,045 1,770.35 555 100.72 0.0260
2024-12-12 2024-06-30 13F/A-1 Avago Technologies COM 11135F101 172 0 0.00 276 21.59 0.0125
2024-08-06 2024-06-30 13F Avago Technologies COM 11135F101 172 0 276 0.0125
2024-12-12 2024-03-31 13F/A-1 Avago Technologies COM 11135F101 172 0 0.00 228 18.85 0.0104
2024-05-08 2024-03-31 13F Avago Technologies COM 11135F101 172 0 228 0.0104
2024-12-12 2023-12-31 13F/A-1 Avago Technologies COM 11135F101 172 80 86.96 192 151.32 0.0095
2024-02-12 2023-12-31 13F Avago Technologies COM 11135F101 206 114 230 0.0115
2024-12-12 2023-09-30 13F/A-1 Avago Technologies COM 11135F101 92 0 0.00 76 -3.80 0.0042
2023-11-09 2023-09-30 13F Avago Technologies COM 11135F101 92 0 76 0.0042
2024-12-12 2023-06-30 13F/A-1 Avago Technologies COM 11135F101 92 -25 -21.37 80 5.33 0.0042
2023-08-09 2023-06-30 13F Avago Technologies COM 11135F101 92 -25 80 0.0042
2023-05-04 2023-03-31 13F Avago Technologies COM 11135F101 117 25 27.17 75 47.06 0.0042
2024-12-12 2022-12-31 13F/A-1 Avago Technologies COM 11135F101 92 0 0.00 51 27.50 0.0030
2023-02-07 2022-12-31 13F Avago Technologies COM 11135F101 92 0 51 0.0030
2024-12-12 2022-09-30 13F/A-1 Avago Technologies COM 11135F101 92 -50 -35.21 41 0.0030
2022-11-10 2022-09-30 13F Avago Technologies COM 11135F101 92 -50 0 0.0030
2022-08-04 2022-06-30 13F Avago Technologies COM 11135F101 142 50 54.35 0 0.0048
2022-05-11 2022-03-31 13F Avago Technologies COM 11135F101 92 0 0.00 0 0.0032
2022-03-28 2021-12-31 13F/A-1 Avago Technologies COM 11135F101 92 0 0.00 0 -100.00 0.0033
2022-02-02 2021-12-31 13F Avago Technologies COM 11135F101 92 0 61 0.0034
2021-11-02 2021-09-30 13F Avago Technologies COM 11135F101 92 0 0.00 45 2.33 0.0027
2021-08-09 2021-06-30 13F/A-1 Avago Technologies COM 11135F101 92 0 0.00 44 2.38 0.0027
2021-07-27 2021-06-30 13F Avago Technologies COM 11135F101 100 8 44 0.0027
2021-04-27 2021-03-31 13F Avago Technologies COM 11135F101 92 -8 -8.00 43 -4.55 0.0026
2021-02-01 2020-12-31 13F Avago Technologies COM 11135F101 100 0 0.00 44 22.22 0.0027
2020-11-03 2020-09-30 13F Avago Technologies COM 11135F101 100 0 0.00 36 16.13 0.0047
2020-07-17 2020-06-30 13F/A-1 Avago Technologies COM 11135F101 100 -44 -30.56 32 -8.82 0.0044
2020-07-17 2020-06-30 13F Avago Technologies COM 11135F101 1,112 968 31 4,338.1216
2020-05-05 2020-03-31 13F Avago Technologies COM 11135F101 144 -37 -20.44 34 -40.35 0.0061
2020-02-04 2019-12-31 13F Avago Technologies COM 11135F101 181 12 7.10 57 23.91 0.0076
2019-10-30 2019-09-30 13F Avago Technologies COM 11135F101 169 25 17.36 46 12.20 0.0068
2019-08-05 2019-06-30 13F Avago Technologies COM 11135F101 144 0 0.00 41 -4.65 0.0064
2019-05-06 2019-03-31 13F Avago Technologies COM 11135F101 144 0 0.00 43 19.44 0.0071
2019-01-26 2018-12-31 13F Avago Technologies COM 11135F101 144 0 0.00 36 2.86 0.0070
2018-11-14 2018-09-30 13F Avago Technologies COM 11135F101 144 144 35 0.0069
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.