Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionRise Advisors, LLC
Latest Disclosed Ownership3,212 shares
Latest Disclosed Value $ 1,006,952
Rise Advisors, LLC reports 1.07% increase in ownership of 1YD / Broadcom Inc.

On April 3, 2026 - Rise Advisors, LLC filed a 13F-HR form disclosing ownership of 3,212 shares of Broadcom Inc. (DE:1YD) valued at $847,647 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,178 shares of Broadcom Inc.. This represents a change in shares of 1.07% during the quarter. The current value of the position is $1,086,138 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)
2026-04-03 2026-03-31 13F BROADCOM INC COM Stock 11135F101 3,212 34 1.07 1,007 -8.46 0.3549
2026-02-11 2025-12-31 13F BROADCOM INC COM Stock 11135F101 3,178 -153 -4.59 1,100 0.09 0.3923
2025-10-08 2025-09-30 13F BROADCOM INC COM 0 11135F101 3,331 128 4.00 1,099 24.35 0.3941
2025-07-08 2025-06-30 13F BROADCOM INC COM 0 11135F101 3,203 121 3.93 883 71.12 0.3506
2025-05-15 2025-03-31 13F BROADCOM INC COM 0 11135F101 3,082 747 31.99 516 -4.62 0.2280
2025-01-07 2024-12-31 13F BROADCOM INC COM 0 11135F101 2,335 67 2.95 541 38.36 0.2603
2024-10-11 2024-09-30 13F BROADCOM INC COM 0 11135F101 2,268 2,042 903.54 391 7.71 0.1875
2024-07-09 2024-06-30 13F BROADCOM INC COM 0 11135F101 226 -1 -0.44 363 20.60 0.1924
2024-04-09 2024-03-31 13F BROADCOM INC COM 0 11135F101 227 187 467.50 302 584.09 0.1607
2024-01-10 2023-12-31 13F BROADCOM INC COM 0 11135F101 40 10 33.33 44 83.33 0.0311
2023-10-10 2023-09-30 13F BROADCOM INC COM 0 11135F101 30 13 76.47 25 71.43 0.0195
2023-07-10 2023-06-30 13F BROADCOM INC COM 0 11135F101 17 -14 -45.16 14 -26.32 0.0111
2023-04-05 2023-03-31 13F BROADCOM INC COM 0 11135F101 31 8 34.78 20 58.33 0.0151
2023-01-06 2022-12-31 13F BROADCOM INC COM 0 11135F101 23 0 0.00 13 20.00 0.0103
2022-10-11 2022-09-30 13F BROADCOM INC COM 0 11135F101 23 0 0.00 10 -9.09 0.0083
2022-07-28 2022-06-30 13F BROADCOM INC COM 0 11135F101 23 1 4.55 11 -21.43 0.0111
2022-04-22 2022-03-31 13F BROADCOM INC COM 0 11135F101 22 -3 -12.00 14 -99.92 0.0126
2022-02-24 2021-12-31 13F BROADCOM INC COM 0 11135F101 25 25 16,758 0.0160
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.