BROADCOM INC · CUSIP 11135F101 · CIK 1974457
As of 2026-06-30, TrueMark Investments, LLC reported 4.67K AVGO (shares), valued at $1.76M, or 0.22% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 107.74%; reported value increased 153.54%, and weight changed +0.08 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 | 0.22% | 4,670 | SEC filing ↗Filed Jul 22, 2026Combination report |
| Q1 2026 | 0.14% | 2,248 | SEC filing ↗Filed Apr 20, 2026Combination report |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 0.35% | 7,889 | SEC filing ↗Filed Apr 22, 2025Combination report |
| Q4 2024 | 1.62% | 21,904 | SEC filing ↗Filed Feb 12, 2025Combination report |
| Q3 2024 | 0.85% | 15,324 | SEC filing ↗Filed Oct 16, 2024Combination report |
| Q2 2024 | 1.74% | 3,170 | SEC filing ↗Filed Jul 29, 2024Combination report |
| Q1 2024 | 3.42% | 2,815 | SEC filing ↗Filed Apr 15, 2024Combination report |
| Q4 2023 | 2.24% | 2,022 | SEC filing ↗Filed Jan 11, 2024Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.24% | 2,022 | $2.26M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 11, 2024 |
| Q1 2024 | 3.42% | 2,815 | $3.73M | Shares increased 39.22%; reported value increased 65.30%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.74% | 3,170 | $5.09M | Shares increased 12.61%; reported value increased 36.41%, and weight changed -1.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2024 |
| Q3 2024 | 0.85% | 15,324 | $2.64M | Shares increased 383.41%; reported value decreased 48.06%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 1.62% | 21,904 | $5.08M | Shares increased 42.94%; reported value increased 92.11%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 0.35% | 7,889 | $1.32M | Shares decreased 63.98%; reported value decreased 73.99%, and weight changed -1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | 0.14% | 2,248 | $695.78K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 20, 2026 |
| Q2 2026 | 0.22% | 4,670 | $1.76M | Shares increased 107.74%; reported value increased 153.54%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 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.