Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionPlan Group Financial, LLC
Latest Disclosed Ownership12,327 shares
Latest Disclosed Value $ 3,815,416
Plan Group Financial, LLC reports 2.08% increase in ownership of 1YD / Broadcom Inc.

On April 13, 2026 - Plan Group Financial, LLC filed a 13F-HR form disclosing ownership of 12,327 shares of Broadcom Inc. (DE:1YD) valued at $3,253,095 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 12,076 shares of Broadcom Inc.. This represents a change in shares of 2.08% during the quarter. The current value of the position is $4,168,375 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)
2026-04-13 2026-03-31 13F BROADCOM COM 11135F101 12,327 251 2.08 3,815 -8.71 0.8947
2026-02-03 2025-12-31 13F BROADCOM COM 11135F101 12,076 -13 -0.11 4,180 4.79 1.0848
2025-10-27 2025-09-30 13F BROADCOM COM 11135F101 12,089 124 1.04 3,988 20.92 1.0708
2025-08-13 2025-06-30 13F BROADCOM COM 11135F101 11,965 1,169 10.83 3,298 82.51 1.0846
2025-05-09 2025-03-31 13F BROADCOM COM 11135F101 10,796 3,655 51.18 1,808 9.18 0.6454
2025-01-31 2024-12-31 13F BROADCOM COM 11135F101 7,141 542 8.21 1,655 45.43 0.8744
2024-10-22 2024-09-30 13F BROADCOM COM 11135F101 6,599 5,990 983.58 1,138 16.36 0.6011
2024-08-05 2024-06-30 13F BROADCOM COM 11135F101 609 221 56.96 979 90.27 0.5985
2024-04-26 2024-03-31 13F BROADCOM COM 11135F101 388 110 39.57 514 66.34 0.3377
2024-01-29 2023-12-31 13F BROADCOM COM 11135F101 278 28 11.20 310 49.28 0.2720
2023-11-13 2023-09-30 13F BROADCOM COM 11135F101 250 -9 -3.47 208 -9.21 0.1497
2023-08-10 2023-06-30 13F BROADCOM INC COM COM 11135F101 259 259 229 0.1910
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.