Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionMeasured Wealth Private Client Group, LLC
Latest Disclosed Ownership9,385 shares
Latest Disclosed Value $ 2,904,791
Measured Wealth Private Client Group, LLC reports 13.91% decrease in ownership of 1YD / Broadcom Inc.

On May 13, 2026 - Measured Wealth Private Client Group, LLC filed a 13F-HR form disclosing ownership of 9,385 shares of Broadcom Inc. (DE:1YD) valued at $2,476,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,902 shares of Broadcom Inc.. This represents a change in shares of -13.91% during the quarter. The current value of the position is $3,173,538 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 9,385 -1,517 -13.91 2,905 -23.03 0.7934
2026-02-10 2025-12-31 13F BROADCOM COM 11135F101 10,902 -528 -4.62 3,773 0.08 0.9981
2025-11-14 2025-09-30 13F BROADCOM COM 11135F101 11,430 113 1.00 3,771 20.87 1.0164
2025-08-13 2025-06-30 13F BROADCOM COM 11135F101 11,317 -275 -2.37 3,120 60.77 0.9334
2025-05-12 2025-03-31 13F BROADCOM COM 11135F101 11,592 -1,522 -11.61 1,941 -36.18 0.6231
2025-01-27 2024-12-31 13F BROADCOM COM 11135F101 13,114 -4,946 -27.39 3,040 -2.41 0.9824
2024-10-28 2024-09-30 13F BROADCOM COM 11135F101 18,060 16,252 898.89 3,115 7.34 1.0420
2024-08-12 2024-06-30 13F BROADCOM COM 11135F101 1,808 -185 -9.28 2,903 9.88 1.0198
2024-04-18 2024-03-31 13F BROADCOM COM 11135F101 1,993 6 0.30 2,642 19.12 0.9227
2024-02-06 2023-12-31 13F BROADCOM COM 11135F101 1,987 -97 -4.65 2,218 28.15 0.8172
2023-10-18 2023-09-30 13F BROADCOM COM 11135F101 2,084 -77 -3.56 1,731 -7.68 0.6961
2023-07-20 2023-06-30 13F BROADCOM COM 11135F101 2,161 13 0.61 1,875 35.99 0.7120
2023-05-01 2023-03-31 13F BROADCOM COM 11135F101 2,148 169 8.54 1,378 24.59 0.5307
2023-01-23 2022-12-31 13F BROADCOM COM 11135F101 1,979 396 25.02 1,107 57.33 0.4556
2022-10-27 2022-09-30 13F BROADCOM COM 11135F101 1,583 188 13.48 703 3.69 0.3106
2022-07-25 2022-06-30 13F BROADCOM COM 11135F101 1,395 589 73.08 678 33.46 0.2994
2022-05-03 2022-03-31 13F BROADCOM COM 11135F101 806 30 3.87 508 -1.55 0.1867
2022-01-28 2021-12-31 13F BROADCOM COM 11135F101 776 -150 -16.20 516 14.92 0.1823
2021-11-01 2021-09-30 13F BROADCOM COM 11135F101 926 341 58.29 449 60.93 0.1729
2021-08-05 2021-06-30 13F BROADCOM COM 11135F101 585 0 0.00 279 2.95 0.0888
2021-05-04 2021-03-31 13F BROADCOM COM 11135F101 585 0 0.00 271 5.86 0.0961
2021-01-20 2020-12-31 13F BROADCOM COM 11135F101 585 -62 -9.58 256 8.47 0.1066
2020-10-15 2020-09-30 13F BROADCOM COM 11135F101 647 -1,817 -73.74 236 -69.67 0.1142
2020-08-03 2020-06-30 13F BROADCOM COM 11135F101 2,464 2,464 778 0.4539
2019-10-11 2019-09-30 13F BROADCOM COM 11135F101 0 -695 -100.00 0 -100.00
2019-07-26 2019-06-30 13F BROADCOM COM 11135F101 695 -537 -43.59 200 -45.95 0.1155
2019-05-07 2019-03-31 13F BROADCOM COM 11135F101 1,232 166 15.57 370 36.53 0.2281
2019-02-07 2018-12-31 13F BROADCOM COM 11135F101 1,066 977 1,097.75 271 1,190.48 0.2457
2018-11-14 2018-09-30 13F BROADCOM COM 11135F101 89 89 21 0.0126
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.