Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionPensionmark Financial Group, Llc
Latest Disclosed Ownership177,753 shares
Latest Disclosed Value $ 55,016,436
Pensionmark Financial Group, Llc reports 0.02% increase in ownership of 1YD / Broadcom Inc.

On April 27, 2026 - Pensionmark Financial Group, Llc filed a 13F-HR form disclosing ownership of 177,753 shares of Broadcom Inc. (DE:1YD) valued at $46,909,017 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 13, 2026 disclosing 177,710 shares of Broadcom Inc.. This represents a change in shares of 0.02% during the quarter. The current value of the position is $60,107,177 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)
2026-04-27 2026-03-31 13F BROADCOM COM 11135F101 177,753 43 0.02 55,016 -10.55 0.8870
2026-03-13 2025-12-31 13F/A-1 BROADCOM COM 11135F101 177,710 24,703 16.15 61,505 21.85 0.9985
2026-02-04 2025-12-31 13F BROADCOM COM 11135F101 177,710 24,703 52,688 1.0082
2025-10-15 2025-09-30 13F BROADCOM COM 11135F101 153,007 -5,438 -3.43 50,478 15.58 1.0321
2025-08-04 2025-06-30 13F BROADCOM COM 11135F101 158,445 361 0.23 43,675 65.02 0.9904
2025-04-29 2025-03-31 13F BROADCOM COM 11135F101 158,084 4,461 2.90 26,468 -25.69 0.6870
2025-02-12 2024-12-31 13F BROADCOM COM 11135F101 153,623 22,123 16.82 35,616 57.01 0.9745
2024-11-25 2024-09-30 13F/A-1 BROADCOM COM 11135F101 131,500 129,314 5,915.55 22,684 546.42 0.7113
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 1,008,894 1,006,708 22,684 0.7106
2024-08-15 2024-06-30 13F BROADCOM COM 11135F101 2,186 1,952 834.19 3,510 1,031.94 0.2185
2024-05-15 2024-03-31 13F BROADCOM COM 11135F101 234 -214 -47.77 310 -37.88 0.0444
2024-02-15 2023-12-31 13F BROADCOM COM 11135F101 448 -46 -9.31 500 21.71 0.0649
2023-11-14 2023-09-30 13F BROADCOM COM 11135F101 494 40 8.81 411 4.06 0.0813
2023-08-14 2023-06-30 13F BROADCOM COM 11135F101 454 121 36.34 394 84.98 0.0762
2023-05-15 2023-03-31 13F BROADCOM COM 11135F101 333 333 214 0.0445
2023-02-14 2022-12-31 13F BROADCOM COM 11135F101 0 -488 -100.00 0 -100.00
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 488 -24 -4.69 216 -22.86 0.0513
2022-08-09 2022-06-30 13F BROADCOM COM 11135F101 512 179 53.75 280 33.33 0.0588
2022-05-12 2022-03-31 13F BROADCOM COM 11135F101 333 333 210 0.0436
2021-05-14 2021-03-31 13F BROADCOM COM 11135F101 0 -506 -100.00 0 -100.00
2021-02-16 2020-12-31 13F BROADCOM COM 11135F101 506 506 246 0.0623
2019-05-14 2019-03-31 13F BROADCOM COM 11135F101 0 -1,220 -100.00 0 -100.00
2019-02-14 2018-12-31 13F BROADCOM COM 11135F101 1,220 1,220 336 0.1507
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.