BROADCOM LTD - Y09827109
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 1,115 | 345 | 0.15% | 0.13% | 1 | +300 | 36.81% | Q1 2026 | Apr 15, 2026 |
| Cohen Klingenstein LLC | History | Closed out | 0 | 0 | — | 1.87% | — | -177,555 | -100.0% | Q4 2025 | Jan 20, 2026 |
| U S WEALTH GROUP, LLC. | History | Closed out | 0 | 0 | — | 2.62% | — | -11,500 | -100.0% | Q4 2025 | Mar 17, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,902 | -100.0% | Q4 2025 | Jan 30, 2026 |