Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionIbex Wealth Advisors
Latest Disclosed Ownership146,252 shares
Latest Disclosed Value $ 45,266,362
Ibex Wealth Advisors reports 13.08% decrease in ownership of 1YD / Broadcom Inc.

On April 30, 2026 - Ibex Wealth Advisors filed a 13F-HR form disclosing ownership of 146,252 shares of Broadcom Inc. (DE:1YD) valued at $38,595,903 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 168,254 shares of Broadcom Inc.. This represents a change in shares of -13.08% during the quarter. The current value of the position is $49,455,114 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F BROADCOM Common Stock 11135F101 146,252 -22,002 -13.08 45,266 -22.27 4.2150
2026-02-17 2025-12-31 13F BROADCOM Common Stock 11135F101 168,254 -3,131 -1.83 58,233 2.99 5.7027
2025-11-12 2025-09-30 13F BROADCOM Common Stock 11135F101 171,385 2,107 1.24 56,541 21.17 5.4158
2025-08-07 2025-06-30 13F BROADCOM Common Stock 11135F101 169,278 17,409 11.46 46,661 83.51 4.9788
2025-04-15 2025-03-31 13F BROADCOM Common Stock 11135F101 151,869 -18,308 -10.76 25,427 -35.55 3.3631
2025-01-23 2024-12-31 13F BROADCOM Common Stock 11135F101 170,177 170,177 39,454 4.6459
2024-11-04 2024-09-30 13F BROADCOM COM 11135F101 0 -21,127 -100.00 0 -100.00
2024-08-06 2024-06-30 13F BROADCOM COM 11135F101 21,127 3,069 17.00 33,920 339,090.00 5.2926
2024-04-18 2024-03-31 13F BROADCOM COM 11135F101 18,058 18,040 100,222.22 10 -50.00 2.7370
2024-01-29 2023-12-31 13F BROADCOM COM 11135F101 18 -18,156 -99.90 20 33.33 4.4475
2023-11-07 2023-09-30 13F BROADCOM COM 11135F101 18,174 -7 -0.04 15 36.36 3.8421
2023-05-15 2023-03-31 13F BROADCOM Common Stock 11135F101 18,181 123 0.68 12 10.00 3.0248
2023-02-06 2022-12-31 13F BROADCOM Common Stock 11135F101 18,058 3,316 22.49 10 -99.85 2.2811
2022-10-31 2022-09-30 13F BROADCOM Common Stock 11135F101 14,742 -132 -0.89 6,546 -9.41 1.7014
2022-08-16 2022-06-30 13F BROADCOM Common Stock 11135F101 14,874 -2,733 -15.52 7,226 -34.82 1.6641
2022-05-16 2022-03-31 13F BROADCOM Common Stock 11135F101 17,607 3,603 25.73 11,087 18.98 2.1230
2022-02-22 2021-12-31 13F BROADCOM Common Stock 11135F101 14,004 259 1.88 9,318 39.80 1.6496
2021-11-12 2021-09-30 13F BROADCOM Common Stock 11135F101 13,745 246 1.82 6,665 3.54 1.2833
2021-08-20 2021-06-30 13F BROADCOM Common Stock 11135F101 13,499 378 2.88 6,437 5.82 1.2869
2021-05-05 2021-03-31 13F BROADCOM Common Stock 11135F101 13,121 418 3.29 6,083 9.37 1.5002
2021-01-22 2020-12-31 13F BROADCOM Common Stock 11135F101 12,703 382 3.10 5,562 23.90 1.4527
2020-10-23 2020-09-30 13F BROADCOM Common Stock 11135F101 12,321 284 2.36 4,489 18.16 1.3029
2020-08-14 2020-06-30 13F BROADCOM Common Stock 11135F101 12,037 12,037 3,799 1.2209
2019-11-12 2019-09-30 13F BROADCOM Common Stock 11135F101 0 -184 -100.00 0 -100.00
2019-07-30 2019-06-30 13F BROADCOM Common Stock 11135F101 184 184 53 0.0153
2018-06-13 2018-03-31 13F BROADCOM COM Y09827109 0 -7,895 -100.00 0 -100.00
2018-02-12 2017-12-31 13F BROADCOM COM Y09827109 7,895 274 3.60 2,149 14.43 0.9513
2017-11-13 2017-09-30 13F BROADCOM Common Stock Y09827109 7,621 140 1.87 1,878 3.87 0.6958
2017-08-14 2017-06-30 13F/A-1 BROADCOM Common Stock Y09827109 7,481 3,273 77.78 1,808 97.81 0.7115
2017-08-10 2017-06-30 13F BROADCOM Common Stock Y09827109 96,000 -4,112 1,809
2017-05-24 2017-03-31 13F BROADCOM Common Stock Y09827109 4,208 4,093 3,559.13 914 4,054.55 0.5636
2017-03-24 2016-12-31 13F BROADCOM Common Stock Y09827109 115 115 22 0.0105
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.