AVGO — BROADCOM INC

Ownership history in Compound Planning, Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.28% (2025 Q4)
Avg. % of fund
0.58%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 126,482 +73,783 +140.0% 1.28% $43.8M $346.10
2025 Q3 ADDED 52,699 +8,370 +18.9% 0.56% $17.4M $329.28
2025 Q2 ADDED 44,329 +5,046 +12.8% 0.46% $12.2M $274.65
2025 Q1 REDUCED 39,283 -11,004 -21.9% 0.30% $6.6M $166.43
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%
← Back to Compound Planning, Inc. Holdings