브로드컴 주식회사
AT ˙ WBAG ˙ US11135F1012
€343.85 ↓ -12.10 (-3.40%)
2026-06-05
주가
SecurityAT:BROA / Broadcom Inc.
InstitutionBetterWealth, LLC
Latest Disclosed Ownership737 shares
Latest Disclosed Value $ 228,109
BetterWealth, LLC ownership in BROA / Broadcom Inc.

On April 24, 2026 - BetterWealth, LLC filed a 13F-HR form disclosing ownership of 737 shares of Broadcom Inc. (AT:BROA) valued at $192,873 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 28, 2025 disclosing 0 shares of Broadcom Inc.. The current value of the position is $253,417 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)
2026-04-24 2026-03-31 13F BROADCOM COM 11135F101 737 737 228 0.0447
2025-04-28 2025-03-31 13F BROADCOM COM 11135F101 0 -1,056 -100.00 0 -100.00
2025-01-23 2024-12-31 13F BROADCOM COM 11135F101 1,056 1,056 245 0.0674
2024-07-19 2024-06-30 13F BROADCOM COM 11135F101 0 -602 -100.00 0 -100.00
2024-04-19 2024-03-31 13F BROADCOM COM 11135F101 602 0 0.00 797 18.78 0.2598
2024-01-23 2023-12-31 13F BROADCOM COM 11135F101 602 9 1.52 672 36.38 0.2297
2023-10-24 2023-09-30 13F BROADCOM COM 11135F101 593 0 0.00 492 -4.09 0.1982
2023-07-24 2023-06-30 13F BROADCOM COM 11135F101 593 4 0.68 514 35.71 0.2001
2023-04-20 2023-03-31 13F BROADCOM COM 11135F101 589 4 0.68 378 15.60 0.1531
2023-01-24 2022-12-31 13F BROADCOM COM 11135F101 585 5 0.86 327 26.74 0.1473
2022-10-28 2022-09-30 13F BROADCOM COM 11135F101 580 5 0.87 258 -7.53 0.1327
2022-07-29 2022-06-30 13F BROADCOM COM 11135F101 575 5 0.88 279 -22.28 0.1377
2022-05-02 2022-03-31 13F BROADCOM COM 11135F101 570 3 0.53 359 -4.77 0.4807
2022-03-03 2021-12-31 13F BROADCOM COM 11135F101 567 567 377 0.2643
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.