Broadcom Inc.
AT ˙ WBAG ˙ US11135F1012
€ 343,85 ↓ -12,10 (-3,40%)
2026-06-05
AKTIENPREIS
SecurityAT:BROA / Broadcom Inc.
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership116,615 shares
Latest Disclosed Value $ 36,093,828
Level Four Advisory Services, Llc reports 2.12% increase in ownership of BROA / Broadcom Inc.

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 116,615 shares of Broadcom Inc. (AT:BROA) valued at $30,518,146 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 114,195 shares of Broadcom Inc.. This represents a change in shares of 2.12% during the quarter. The current value of the position is $40,098,068 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)
2026-05-14 2026-03-31 13F BROADCOM COM 11135F101 116,615 2,420 2.12 36,094 -8.68 1.1848
2026-02-13 2025-12-31 13F BROADCOM COM 11135F101 114,195 1,082 0.96 39,523 5.91 1.2932
2025-11-12 2025-09-30 13F BROADCOM COM 11135F101 113,113 -6,823 -5.69 37,317 12.88 1.2777
2025-08-13 2025-06-30 13F BROADCOM COM 11135F101 119,936 2,782 2.37 33,061 68.54 1.2184
2025-05-14 2025-03-31 13F BROADCOM COM 11135F101 117,154 -9,178 -7.26 19,615 -33.03 0.8066
2025-02-12 2024-12-31 13F BROADCOM COM 11135F101 126,332 6,436 5.37 29,289 43.90 1.1970
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 119,896 107,741 886.39 20,355 4.29 0.8568
2024-08-09 2024-06-30 13F BROADCOM COM 11135F101 12,155 3,808 45.62 19,518 109.48 0.8798
2024-05-13 2024-03-31 13F BROADCOM COM 11135F101 8,347 146 1.78 9,318 1.78 0.5119
2024-02-08 2023-12-31 13F BROADCOM COM 11135F101 8,201 -48 -0.58 9,155 33.62 0.5136
2023-11-13 2023-09-30 13F BROADCOM COM 11135F101 8,249 293 3.68 6,852 -0.72 0.4417
2023-07-10 2023-06-30 13F BROADCOM COM 11135F101 7,956 203 2.62 6,901 38.77 0.4146
2023-06-05 2023-03-31 13F BROADCOM COM 11135F101 7,753 -1,192 -13.33 4,974 -0.56 0.3262
2023-02-13 2022-12-31 13F BROADCOM COM 11135F101 8,945 2,982 50.01 5,002 88.86 0.3713
2022-11-07 2022-09-30 13F BROADCOM COM 11135F101 5,963 -1,390 -18.90 2,648 -25.87 0.2574
2022-08-08 2022-06-30 13F BROADCOM COM 11135F101 7,353 -506 -6.44 3,572 -27.82 0.3369
2022-05-10 2022-03-31 13F BROADCOM COM 11135F101 7,859 1,624 26.05 4,949 19.28 0.3877
2022-02-11 2021-12-31 13F BROADCOM COM 11135F101 6,235 1,834 41.67 4,149 94.42 0.3163
2021-10-12 2021-09-30 13F BROADCOM COM 11135F101 4,401 41 0.94 2,134 2.65 0.2219
2021-08-09 2021-06-30 13F BROADCOM COM 11135F101 4,360 55 1.28 2,079 4.16 0.1438
2021-05-10 2021-03-31 13F BROADCOM COM 11135F101 4,305 -33 -0.76 1,996 5.05 0.1550
2021-02-10 2020-12-31 13F BROADCOM COM 11135F101 4,338 -613 -12.38 1,900 5.32 0.1525
2020-11-02 2020-09-30 13F BROADCOM COM 11135F101 4,951 -320 -6.07 1,804 8.28 0.1390
2020-08-17 2020-06-30 13F/A-1 BROADCOM COM 11135F101 5,271 -174 -3.20 1,666 28.85 0.1289
2020-05-13 2020-03-31 13F BROADCOM COM 11135F101 5,445 116 2.18 1,293 -84.59 0.1551
2020-02-13 2019-12-31 13F BROADCOM COM 11135F101 5,329 1,418 36.26 8,389 676.76 0.3321
2019-11-12 2019-09-30 13F BROADCOM COM 11135F101 3,911 313 8.70 1,080 4.15 0.1117
2019-08-14 2019-06-30 13F BROADCOM COM 11135F101 3,598 21 0.59 1,037 -3.62 0.1047
2019-05-15 2019-03-31 13F BROADCOM COM 11135F101 3,577 -199 -5.27 1,076 12.08 0.1185
2019-02-07 2018-12-31 13F BROADCOM COM 11135F101 3,776 -314 -7.68 960 -4.86 0.1197
2018-11-14 2018-09-30 13F BROADCOM COM 11135F101 4,090 -1,752 -29.99 1,009 -28.79 0.1090
2018-08-14 2018-06-30 13F BROADCOM COM 11135F101 5,842 138 2.42 1,417 5.43 0.1032
2018-05-14 2018-03-31 13F BROADCOM SHS Y09827109 5,704 -1,246 -17.93 1,344 -24.71 0.1042
2018-02-13 2017-12-31 13F BROADCOM SHS Y09827109 6,950 600 9.45 1,785 15.91 0.1389
2018-04-03 2017-09-30 13F/A-1 BROADCOM SHS Y09827109 6,350 3,837 152.69 1,540 182.05 0.1365
2017-11-15 2017-09-30 13F BROADCOM SHS Y09827109 2,929 416 710
2017-09-20 2017-06-30 13F/A-1 BROADCOM SHS Y09827109 2,513 -1,605 -38.98 546 -39.13 0.0841
2017-07-12 2017-06-30 13F BROADCOM SHS Y09827109 2,513 546
2017-09-20 2017-03-31 13F/A-1 BROADCOM SHS Y09827109 4,118 619 17.69 897 44.91 0.0914
2017-05-15 2017-03-31 13F BROADCOM SHS Y09827109 4,118 619 897
2017-02-14 2016-12-31 13F BROADCOM SHS Y09827109 3,499 3,499 619 0.0790
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.