AVGO — BROADCOM INC

Ownership history in Diversify Advisory Services, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC 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
1.61% (2025 Q3)
Avg. % of fund
0.91%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,000 -132,148 -95.7% 0.01% $217K $346.10
2025 Q4 ADDED 138,148 +132,148 +2202.5% 1.54% $48.6M $346.10
2025 Q3 REDUCED 6,000 -126,384 -95.5% 0.01% $237K $329.28
2025 Q3 REDUCED 132,384 -625 -0.5% 1.61% $48.0M $329.28
6 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 Diversify Advisory Services, LLC Holdings