Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership23,215 shares
Latest Disclosed Value $ 7,185,275
Pinnacle Wealth Planning Services, Inc. reports 3.20% increase in ownership of 1YD / Broadcom Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 23,215 shares of Broadcom Inc. (DE:1YD) valued at $6,126,438 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 22,496 shares of Broadcom Inc.. This represents a change in shares of 3.20% during the quarter. The current value of the position is $7,850,152 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)
2026-05-11 2026-03-31 13F BROADCOM COM 11135F101 23,215 719 3.20 7,185 -7.71 0.7423
2026-02-13 2025-12-31 13F BROADCOM COM 11135F101 22,496 692 3.17 7,786 8.23 0.8129
2025-11-13 2025-09-30 13F Broadcom COM 11135F101 21,804 2,088 10.59 7,193 32.37 0.8429
2025-08-11 2025-06-30 13F BROADCOM COM 11135F101 19,716 2,833 16.78 5,435 92.29 0.7148
2025-05-15 2025-03-31 13F BROADCOM COM 11135F101 16,883 1,163 7.40 2,827 -22.45 0.4249
2025-02-27 2024-12-31 13F/A-1 BROADCOM COM 11135F101 15,720 -7,520 -32.36 3,645 -9.08 0.5476
2025-02-06 2024-12-31 13F BROADCOM COM 11135F101 15,720 -7,520 3,645 0.5088
2024-11-13 2024-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 23,240 21,011 942.62 4,009 12.02 0.5445
2024-08-09 2024-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 2,229 144 6.91 3,579 29.50 0.5113
2024-05-10 2024-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 2,085 251 13.69 2,763 34.98 0.4049
2024-02-08 2023-12-31 13F AVAGO TECHNOLOGIES Stock 11135F101 1,834 -21 -1.13 2,047 32.92 0.3216
2023-11-08 2023-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 1,855 147 8.61 1,541 3.98 0.2539
2023-08-07 2023-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 1,708 -55 -3.12 1,482 30.95 0.2393
2023-05-03 2023-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 1,763 -28 -1.56 1,131 12.99 0.1880
2023-02-13 2022-12-31 13F AVAGO TECHNOLOGIES Stock 11135F101 1,791 -515 -22.33 1,001 -2.25 0.1779
2022-11-09 2022-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 2,306 584 33.91 1,024 22.34 0.1893
2022-08-03 2022-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 1,722 -253 -12.81 837 -32.72 0.1504
2022-04-20 2022-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 1,975 256 14.89 1,244 8.74 0.2266
2022-01-21 2021-12-31 13F AVAGO TECHNOLOGIES Stock 11135F101 1,719 53 3.18 1,144 41.58 0.2235
2021-10-29 2021-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 1,666 19 1.15 808 2.80 0.1786
2021-08-02 2021-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 1,647 11 0.67 786 3.56 0.1828
2021-04-29 2021-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 1,636 162 10.99 759 17.49 0.1946
2021-02-12 2020-12-31 13F AVAGO TECHNOLOGIES Stock 11135F101 1,474 35 2.43 646 23.05 0.1543
2020-11-03 2020-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 1,439 0 0.00 525 15.64 0.1734
2020-07-27 2020-06-30 13F AVAGO TECHNOLOGIES Stock 11135F101 1,439 553 62.42 454 117.22 0.1475
2020-05-11 2020-03-31 13F AVAGO TECHNOLOGIES Stock 11135F101 886 -577 -39.44 209 -54.76 0.0993
2020-02-07 2019-12-31 13F AVAGO TECHNOLOGIES Stock 11135F101 1,463 443 43.43 462 64.41 0.2173
2019-10-31 2019-09-30 13F AVAGO TECHNOLOGIES Stock 11135F101 1,020 1,020 281 0.1530
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.