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
2025 Q2 ADDED 133,009 +6,099 +4.8% 1.59% $41.6M $274.65
2025 Q1 ADDED 126,910 +32,142 +33.9% 1.52% $24.3M $166.43
2024 Q4 ADDED 94,768 +31,492 +49.8% 1.17% $21.3M $229.76
2024 Q3 ADDED 63,276 +57,107 +925.7% 0.61% $11.4M $170.50
2024 Q2 ADDED 6,169 +765 +14.2% 0.59% $10.7M $158.17
2024 Q1 INITIATED 5,404 0.43% $7.3M
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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