Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionOxler Private Wealth LLC
Latest Disclosed Ownership2,557 shares
Latest Disclosed Value $ 791,537
Oxler Private Wealth LLC reports 0.20% increase in ownership of 1YD / Broadcom Inc.

On April 28, 2026 - Oxler Private Wealth LLC filed a 13F-HR form disclosing ownership of 2,557 shares of Broadcom Inc. (DE:1YD) valued at $674,792 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,552 shares of Broadcom Inc.. This represents a change in shares of 0.20% during the quarter. The current value of the position is $864,650 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)
2026-04-28 2026-03-31 13F BROADCOM COM 11135F101 2,557 5 0.20 792 -10.42 0.2478
2026-01-23 2025-12-31 13F BROADCOM COM 11135F101 2,552 5 0.20 883 5.12 0.2557
2025-11-03 2025-09-30 13F BROADCOM COM 11135F101 2,547 4 0.16 840 20.00 0.2445
2025-08-13 2025-06-30 13F BROADCOM COM 11135F101 2,543 6 0.24 701 65.09 0.2203
2025-05-07 2025-03-31 13F BROADCOM COM 11135F101 2,537 9 0.36 425 -27.65 0.1493
2025-01-23 2024-12-31 13F BROADCOM COM 11135F101 2,528 6 0.24 586 34.71 0.1927
2024-10-11 2024-09-30 13F BROADCOM COM 11135F101 2,522 2,271 904.78 435 7.94 0.1516
2024-07-30 2024-06-30 13F BROADCOM COM 11135F101 251 0 0.00 404 21.39 0.1494
2024-04-24 2024-03-31 13F BROADCOM COM 11135F101 251 1 0.40 332 19.42 0.1302
2024-02-09 2023-12-31 13F BROADCOM COM 11135F101 250 2 0.81 279 34.95 0.2313
2023-10-12 2023-09-30 13F BROADCOM COM 11135F101 248 1 0.40 206 -3.74 0.1038
2023-08-10 2023-06-30 13F BROADCOM COM 11135F101 247 247 214 0.1021
2023-02-13 2022-12-31 13F BROADCOM INC COM COM 11135F101 0 -241 -100.00 0 -100.00
2022-11-15 2022-09-30 13F BROADCOM INC COM COM 11135F101 241 2 0.84 107,445 -7.79 0.0601
2022-08-15 2022-06-30 13F BROADCOM INC COM COM 11135F101 239 239 116,525 0.0561
2021-04-30 2021-03-31 13F BROADCOM COM 11135F101 0 -200 -100.00 0 -100.00
2021-02-16 2020-12-31 13F BROADCOM COM 11135F101 200 200 87 0.0490
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.