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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| U S WEALTH GROUP, LLC. | History | Reduced | 8,261 | 3,120 | 1.87% | 2.37% | 1 | -3,091 | -27.23% | Q2 2026 | Sep 10, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | Added to | 6,540 | 2,470 | 2.52% | 2.11% | 2 | +125 | 1.95% | Q2 2026 | Jul 30, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 1,687 | 637 | 0.24% | 0.15% | 3 | +572 | 51.3% | Q2 2026 | Jul 20, 2026 |
| LAM GROUP, INC. | History | No change | 110 | 41 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |