Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionKeystone Wealth Services, LLC
Latest Disclosed Ownership3,873 shares
Latest Disclosed Value $ 1,198,780
Keystone Wealth Services, LLC reports 7.81% decrease in ownership of 1YD / Broadcom Inc.

On May 13, 2026 - Keystone Wealth Services, LLC filed a 13F-HR form disclosing ownership of 3,873 shares of Broadcom Inc. (DE:1YD) valued at $1,022,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,201 shares of Broadcom Inc.. This represents a change in shares of -7.81% during the quarter. The current value of the position is $1,309,655 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 3,873 -328 -7.81 1,199 -17.61 0.2563
2026-01-26 2025-12-31 13F BROADCOM COM 11135F101 4,201 96 2.34 1,454 7.39 0.3064
2025-10-22 2025-09-30 13F BROADCOM COM 11135F101 4,105 55 1.36 1,354 21.33 0.2955
2025-07-09 2025-06-30 13F BROADCOM COM 11135F101 4,050 507 14.31 1,116 88.20 0.2693
2025-04-17 2025-03-31 13F BROADCOM COM 11135F101 3,543 461 14.96 593 -16.95 0.1606
2025-02-06 2024-12-31 13F BROADCOM COM 11135F101 3,082 70 2.32 715 37.57 0.1892
2024-10-15 2024-09-30 13F BROADCOM COM 11135F101 3,012 2,872 2,051.43 520 130.67 0.1437
2024-07-12 2024-06-30 13F BROADCOM COM 11135F101 140 -19 -11.95 225 7.14 0.0701
2024-04-12 2024-03-31 13F BROADCOM COM 11135F101 159 159 211 0.0685
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.