Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionZrc Wealth Management, Llc
Latest Disclosed Ownership2,255 shares
Latest Disclosed Value $ 697,858
Zrc Wealth Management, Llc reports 4.59% increase in ownership of 1YD / Broadcom Inc.

On April 14, 2026 - Zrc Wealth Management, Llc filed a 13F-HR form disclosing ownership of 2,255 shares of Broadcom Inc. (DE:1YD) valued at $595,094 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,156 shares of Broadcom Inc.. This represents a change in shares of 4.59% during the quarter. The current value of the position is $762,528 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)
2026-04-14 2026-03-31 13F BROADCOM COM 11135F101 2,255 99 4.59 698 -6.57 0.2500
2026-01-09 2025-12-31 13F BROADCOM COM 11135F101 2,156 547 34.00 746 40.75 0.2642
2025-10-14 2025-09-30 13F/A-1 BROADCOM COM 11135F101 1,609 514 46.94 531 76.08 0.1912
2025-10-06 2025-09-30 13F BROADCOM COM 11135F101 1,095 0 302 0.1192
2025-07-08 2025-06-30 13F BROADCOM COM 11135F101 1,095 0 0.00 302 64.48 0.1192
2025-04-09 2025-03-31 13F BROADCOM COM 11135F101 1,095 0 0.00 183 -27.67 0.0793
2025-01-29 2024-12-31 13F BROADCOM COM 11135F101 1,095 55 5.29 254 41.34 0.1073
2024-10-04 2024-09-30 13F BROADCOM COM 11135F101 1,040 936 900.00 179 7.83 0.0770
2024-07-09 2024-06-30 13F BROADCOM COM 11135F101 104 0 0.00 167 21.17 0.0791
2024-04-19 2024-03-31 13F BROADCOM COM 11135F101 104 -24 -18.75 138 29.25 0.0689
2024-01-17 2023-12-31 13F BROADCOM COM 11135F101 128 50 64.10 106 65.63 0.0638
2023-10-10 2023-09-30 13F BROADCOM COM 11135F101 78 0 0.00 65 -4.48 0.0560
2023-07-06 2023-06-30 13F BROADCOM COM 11135F101 78 0 0.00 68 34.00 0.0570
2023-05-04 2023-03-31 13F BROADCOM COM 11135F101 78 78 50 0.0458
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.