BROADCOM INC · CUSIP 11135F101 · CIK 1542383
As of 2026-06-30, Aviance Capital Partners, LLC reported 101.93K AVGO (shares), valued at $38.50M, or 4.00% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares decreased 0.86%; reported value increased 21.00%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.00% | 101,926 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 3.73% | 102,813 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 4.22% | 105,747 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 4.27% | 108,935 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 4.09% | 113,627 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 2.67% | 113,229 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 3.77% | 117,543 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 2.69% | 118,083 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 2.73% | 11,943 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 2.80% | 14,189 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 3.60% | 15,083 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 2.60% | 13,901 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.60% | 13,901 | $11.55M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 3.60% | 15,083 | $16.84M | Shares increased 8.50%; reported value increased 45.82%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 2.80% | 14,189 | $18.81M | Shares decreased 5.93%; reported value increased 11.70%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 2.73% | 11,943 | $19.17M | Shares decreased 15.83%; reported value increased 1.96%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 2.69% | 118,083 | $20.37M | Shares increased 888.72%; reported value increased 6.23%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 3.77% | 117,543 | $27.25M | Shares decreased 0.46%; reported value increased 33.79%, and weight changed +1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 2.67% | 113,229 | $18.96M | Shares decreased 3.67%; reported value decreased 30.43%, and weight changed -1.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 4.09% | 113,627 | $31.32M | Shares increased 0.35%; reported value increased 65.21%, and weight changed +1.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 4.27% | 108,935 | $35.94M | Shares decreased 4.13%; reported value increased 14.74%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 4.22% | 105,747 | $36.60M | Shares decreased 2.93%; reported value increased 1.84%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 3.73% | 102,813 | $31.82M | Shares decreased 2.77%; reported value decreased 13.05%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 4.00% | 101,926 | $38.50M | Shares decreased 0.86%; reported value increased 21.00%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.