Broadcom Inc.
IT ˙ BIT ˙ US11135F1012
343,75 € ↓ -12,00 (-3,37%)
2026-06-05
DEL PRIS
SecurityIT:1AVGO / Broadcom Inc.
InstitutionLipe & Dalton
Latest Disclosed Ownership304 shares
Latest Disclosed Value $ 94
Lipe & Dalton ownership in 1AVGO / Broadcom Inc.

On April 29, 2026 - Lipe & Dalton filed a 13F-HR form disclosing ownership of 304 shares of Broadcom Inc. (IT:1AVGO) valued at $78,675 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 304 shares of Broadcom Inc.. The current value of the position is $104,500 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)
2026-04-29 2026-03-31 13F BROADCOM INC COM cs 11135F101 304 0 0.00 0 0.0492
2026-01-26 2025-12-31 13F BROADCOM INC COM cs 11135F101 304 -150 -33.04 0 0.0519
2026-01-26 2025-09-30 13F BROADCOM INC COM cs 11135F101 454 0 0.00 0 0.0743
2025-08-01 2025-06-30 13F BROADCOM INC COM cs 11135F101 454 -100 -18.05 0 0.0675
2025-05-05 2025-03-31 13F BROADCOM INC COM cs 11135F101 554 0 0.00 0 0.0520
2025-02-03 2024-12-31 13F BROADCOM INC COM cs 11135F101 554 -496 -47.24 0 0.0679
2024-11-04 2024-09-30 13F BROADCOM INC COM cs 11135F101 1,050 945 900.00 0 0.0914
2024-08-02 2024-06-30 13F BROADCOM INC COM cs 11135F101 105 0 0.00 0 0.0909
2024-05-07 2024-03-31 13F BROADCOM INC COM cs 11135F101 105 0 0.00 0 0.0717
2024-01-30 2023-12-31 13F BROADCOM INC COM cs 11135F101 105 0 0.00 0 0.0635
2023-11-03 2023-09-30 13F BROADCOM INC COM cs 11135F101 105 0 0.00 0 0.0524
2023-07-26 2023-06-30 13F BROADCOM INC COM cs 11135F101 105 -55 -34.38 0 0.0519
2023-05-02 2023-03-31 13F BROADCOM INC COM CS 11135F101 160 0 0.00 0 0.0590
2023-02-03 2022-12-31 13F BROADCOM INC COM CS 11135F101 160 -15 -8.57 0 -100.00 0.0512
2022-11-07 2022-09-30 13F BROADCOM INC COM CS 11135F101 175 175 78 0.0489
2022-08-01 2022-06-30 13F BROADCOM INC COM CS 11135F101 0 -175 -100.00 0 -100.00
2022-04-26 2022-03-31 13F BROADCOM INC COM CS 11135F101 175 -75 -30.00 110 -33.73 0.0537
2022-02-01 2021-12-31 13F BROADCOM INC COM CS 11135F101 250 0 0.00 166 37.19 0.0785
2021-11-01 2021-09-30 13F BROADCOM INC COM cs 11135F101 250 50 25.00 121 27.37 0.0622
2021-08-02 2021-06-30 13F BROADCOM INC COM CS 11135F101 200 0 0.00 95 2.15 0.0494
2021-04-30 2021-03-31 13F BROADCOM INC COM CS 11135F101 200 200 93 0.0516
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.