브로드컴 주식회사
AT ˙ WBAG ˙ US11135F1012
€343.85 ↓ -12.10 (-3.40%)
2026-06-05
주가
SecurityAT:BROA / Broadcom Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership129,394 shares
Latest Disclosed Value $ 40,048,825
Integrated Wealth Concepts LLC reports 55.95% increase in ownership of BROA / Broadcom Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 129,394 shares of Broadcom Inc. (AT:BROA) valued at $33,862,410 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 82,972 shares of Broadcom Inc.. This represents a change in shares of 55.95% during the quarter. The current value of the position is $44,492,127 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)
2026-05-15 2026-03-31 13F BROADCOM Common Stock 11135F101 129,394 46,422 55.95 40,049 39.46 0.3194
2026-02-13 2025-12-31 13F BROADCOM Common Stock 11135F101 82,972 -37,792 -31.29 28,717 -27.92 0.3412
2025-11-14 2025-09-30 13F BROADCOM Common Stock 11135F101 120,764 1,257 1.05 39,841 20.94 0.3563
2025-08-14 2025-06-30 13F BROADCOM Common Stock 11135F101 119,507 6,641 5.88 32,942 74.32 0.3305
2025-05-15 2025-03-31 13F BROADCOM Common Stock 11135F101 112,866 -23,270 -17.09 18,897 -40.13 0.2204
2025-02-14 2024-12-31 13F BROADCOM Common Stock 11135F101 136,136 18,475 15.70 31,562 55.50 0.3667
2024-11-14 2024-09-30 13F BROADCOM Common Stock 11135F101 117,661 106,456 950.08 20,297 12.82 0.2474
2024-08-14 2024-06-30 13F BROADCOM Common Stock 11135F101 11,205 353 3.25 17,990 25.04 0.2457
2024-05-15 2024-03-31 13F BROADCOM Common Stock 11135F101 10,852 653 6.40 14,387 26.38 0.2085
2024-02-13 2023-12-31 13F BROADCOM Common Stock 11135F101 10,199 1,474 16.89 11,384 57.11 0.1865
2023-11-15 2023-09-30 13F BROADCOM Common Stock 11135F101 8,725 -308 -3.41 7,247 -7.52 0.1278
2023-08-15 2023-06-30 13F BROADCOM Common Stock 11135F101 9,033 1,760 24.20 7,836 195,775.00 0.1343
2023-05-03 2023-03-31 13F BROADCOM Common Stock 11135F101 7,273 -558 -7.13 5 0.00 0.0962
2023-02-13 2022-12-31 13F BROADCOM Common Stock 11135F101 7,831 338 4.51 4 -99.88 0.1190
2022-11-14 2022-09-30 13F BROADCOM Common Stock 11135F101 7,493 86 1.16 3,327 -7.53 0.1063
2022-08-08 2022-06-30 13F BROADCOM Common Stock 11135F101 7,407 461 6.64 3,598 -17.74 0.1120
2022-05-12 2022-03-31 13F BROADCOM Common Stock 11135F101 6,946 1,508 27.73 4,374 20.86 0.1337
2022-02-15 2021-12-31 13F BROADCOM Common Stock 11135F101 5,438 2,112 63.50 3,619 124.36 0.1076
2021-11-15 2021-09-30 13F BROADCOM Common Stock 11135F101 3,326 925 38.53 1,613 40.87 0.0525
2021-08-13 2021-06-30 13F BROADCOM Common Stock 11135F101 2,401 37 1.57 1,145 4.47 0.0406
2021-05-13 2021-03-31 13F BROADCOM Common Stock 11135F101 2,364 -106 -4.29 1,096 1.39 0.0450
2021-02-12 2020-12-31 13F BROADCOM Common Stock 11135F101 2,470 270 12.27 1,081 34.96 0.0511
2020-11-13 2020-09-30 13F BROADCOM Common Stock 11135F101 2,200 -15 -0.68 801 14.59 0.0494
2020-07-30 2020-06-30 13F BROADCOM Common Stock 11135F101 2,215 -227 -9.30 699 20.73 0.0503
2020-05-18 2020-03-31 13F BROADCOM Common Stock 11135F101 2,442 339 16.12 579 -12.93 0.0535
2020-02-20 2019-12-31 13F BROADCOM Common Stock 11135F101 2,103 2,103 665 0.0561
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.