Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership5,726 shares
Latest Disclosed Value $ 1,772,383
Principle Wealth Partners Llc reports 8.00% increase in ownership of 1YD / Broadcom Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 5,726 shares of Broadcom Inc. (DE:1YD) valued at $1,511,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,302 shares of Broadcom Inc.. This represents a change in shares of 8.00% during the quarter. The current value of the position is $1,936,247 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)
2026-05-07 2026-03-31 13F BROADCOM COM 11135F101 5,726 424 8.00 1,772 -3.43 0.1013
2026-02-06 2025-12-31 13F BROADCOM COM 11135F101 5,302 316 6.34 1,835 11.62 0.1033
2025-11-03 2025-09-30 13F BROADCOM COM 11135F101 4,986 125 2.57 1,645 22.78 0.0955
2025-07-30 2025-06-30 13F BROADCOM COM 11135F101 4,861 1,376 39.48 1,340 129.67 0.0837
2025-05-06 2025-03-31 13F BROADCOM COM 11135F101 3,485 544 18.50 584 -14.39 0.0417
2025-01-29 2024-12-31 13F BROADCOM COM 11135F101 2,941 189 6.87 682 43.67 0.0479
2024-11-13 2024-09-30 13F BROADCOM COM 11135F101 2,752 2,489 946.39 475 12.59 0.0336
2024-08-13 2024-06-30 13F BROADCOM COM 11135F101 263 -10 -3.66 421 16.30 0.0321
2024-04-23 2024-03-31 13F/A-1 BROADCOM COM 11135F101 273 11 4.20 362 23.97 0.0283
2024-04-23 2024-03-31 13F BROADCOM COM 11135F101 273 11 362 0.0283
2024-02-05 2023-12-31 13F BROADCOM COM 11135F101 262 262 293 0.0252
2020-11-16 2020-09-30 13F BROADCOM INC COM Stock 11135F101 0 -177 -100.00 0 -100.00
2020-08-14 2020-06-30 13F BROADCOM INC COM Stock 11135F101 177 177 56 0.0164
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.