David J Yvars Group AVGO β€” BROADCOM INC

Ownership history in David J Yvars Group  Β·  3 quarters on record

AI Ownership Summary

David J Yvars Group reported BROADCOM INC (AVGO) in 3 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 3.77% in 2024 Q4. The latest visible filing shows AVGO at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was David J Yvars Group's position in BROADCOM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVGO was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.77% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How David J Yvars Group held AVGO β€” position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 3,992 -22,650 -85.0% 0.69% $1.2M 2026-04-08 $350.63
2024 Q4 ADDED β€” β€” β€” 26,642 +19,027 +249.9% 3.77% $6.2M 2025-01-14 $222.22
2024 Q3 INITIATED β€” β€” β€” 7,615 β€” β€” 0.81% $1.3M 2024-10-31 $167.45

FAQ About David J Yvars Group and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has David J Yvars Group reported owning AVGO?

David J Yvars Group reported AVGO across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AVGO position in David J Yvars Group's portfolio?

The largest reported portfolio weight for AVGO was 3.77% in 2024 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when David J Yvars Group reported 3,992 shares, equal to 0.69% of portfolio, with an estimated market value of $1.2M.

What does the chart on this AVGO ownership page compare?

The chart compares David J Yvars Group's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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