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 | 8,229 | 2,889 | 1.64% | 1.87% | 1 | -32 | -0.39% | Q3 2026 | Nov 09, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | Reduced | 6,530 | 2,293 | 2.2% | 2.52% | 2 | -10 | -0.15% | Q3 2026 | Nov 02, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 1,764 | 619 | 0.23% | 0.24% | 3 | +77 | 4.56% | Q3 2026 | Nov 04, 2026 |
| LAM GROUP, INC. | History | No change | 110 | 38 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |