Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
Institutionwaypoint wealth counsel
Latest Disclosed Ownership5,358 shares
Latest Disclosed Value $ 1,658,462
waypoint wealth counsel reports 13.31% decrease in ownership of 1YD / Broadcom Inc.

On April 23, 2026 - waypoint wealth counsel filed a 13F-HR form disclosing ownership of 5,358 shares of Broadcom Inc. (DE:1YD) valued at $1,413,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 6,181 shares of Broadcom Inc.. This represents a change in shares of -13.31% during the quarter. The current value of the position is $1,811,808 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)
2026-04-23 2026-03-31 13F BROADCOM COM 11135F101 5,358 -823 -13.31 1,658 -22.49 0.6751
2026-01-28 2025-12-31 13F BROADCOM COM 11135F101 6,181 144 2.39 2,139 7.43 0.7844
2025-10-20 2025-09-30 13F BROADCOM COM 11135F101 6,037 200 3.43 1,992 23.82 0.7866
2025-07-25 2025-06-30 13F BROADCOM COM 11135F101 5,837 1,241 27.00 1,609 109.10 0.7975
2025-04-23 2025-03-31 13F BROADCOM COM 11135F101 4,596 680 17.36 769 -15.21 0.4830
2025-01-22 2024-12-31 13F BROADCOM COM 11135F101 3,916 165 4.40 908 40.19 0.5922
2024-10-04 2024-09-30 13F BROADCOM COM 11135F101 3,751 3,484 1,304.87 647 51.17 0.4355
2024-07-19 2024-06-30 13F BROADCOM COM 11135F101 267 9 3.49 429 25.51 0.3279
2024-04-12 2024-03-31 13F BROADCOM COM 11135F101 258 58 29.00 342 52.91 0.2636
2024-04-03 2023-12-31 13F BROADCOM COM 11135F101 200 200 223 0.1902
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.