Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
CENA AKCJI
SecurityDE:1YD / Broadcom Inc.
InstitutionValmark Advisers, Inc.
Latest Disclosed Ownership8,498 shares
Latest Disclosed Value $ 2,630,137
Valmark Advisers, Inc. reports 10.46% increase in ownership of 1YD / Broadcom Inc.

On May 1, 2026 - Valmark Advisers, Inc. filed a 13F-HR form disclosing ownership of 8,498 shares of Broadcom Inc. (DE:1YD) valued at $2,242,622 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,693 shares of Broadcom Inc.. This represents a change in shares of 10.46% during the quarter. The current value of the position is $2,873,599 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)
2026-05-01 2026-03-31 13F BROADCOM COM 11135F101 8,498 805 10.46 2,630 -1.20 0.0312
2026-01-26 2025-12-31 13F BROADCOM COM 11135F101 7,693 101 1.33 2,662 6.31 0.0328
2025-10-24 2025-09-30 13F BROADCOM COM 11135F101 7,592 178 2.40 2,505 22.56 0.0324
2025-07-23 2025-06-30 13F BROADCOM COM 11135F101 7,414 260 3.63 2,044 70.68 0.0284
2025-04-23 2025-03-31 13F BROADCOM COM 11135F101 7,154 18 0.25 1,198 -27.63 0.0181
2025-01-30 2024-12-31 13F BROADCOM COM 11135F101 7,136 218 3.15 1,654 38.64 0.0256
2024-10-25 2024-09-30 13F BROADCOM COM 11135F101 6,918 6,187 846.37 1,193 1.71 0.0186
2024-08-01 2024-06-30 13F BROADCOM COM 11135F101 731 45 6.56 1,174 29.04 0.0199
2024-05-06 2024-03-31 13F BROADCOM COM 11135F101 686 9 1.33 910 20.40 0.0158
2024-02-02 2023-12-31 13F BROADCOM COM 11135F101 677 37 5.78 756 42.18 0.0141
2023-11-08 2023-09-30 13F BROADCOM COM 11135F101 640 59 10.15 532 5.57 0.0110
2023-08-03 2023-06-30 13F BROADCOM COM 11135F101 581 -15 -2.52 504 31.68 0.0103
2023-05-02 2023-03-31 13F BROADCOM COM 11135F101 596 91 18.02 383 35.46 0.0082
2023-02-07 2022-12-31 13F BROADCOM COM 11135F101 505 15 3.06 283 29.36 0.0065
2022-11-03 2022-09-30 13F BROADCOM COM 11135F101 490 46 10.36 218 0.93 0.0044
2022-08-01 2022-06-30 13F BROADCOM COM 11135F101 444 82 22.65 216 -5.26 0.0042
2022-05-10 2022-03-31 13F BROADCOM COM 11135F101 362 362 228 0.0040
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.