BROADCOM INC · CUSIP 11135F101 · CIK 709428
As of 2026-06-30, COZAD ASSET MANAGEMENT INC reported 75.69K AVGO (shares), valued at $28.59M, or 1.85% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 1.79%; reported value increased 19.86%, and weight changed -0.02 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 | 1.85% | 75,692 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 1.87% | 77,071 | SEC filing ↗Filed May 28, 2026 |
| Q4 2025 | 2.09% | 78,047 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 2.15% | 81,980 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.12% | 88,178 | SEC filing ↗Filed Aug 12, 2025Amended |
| Q1 2025 | 1.58% | 94,624 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.44% | 112,800 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.95% | 118,433 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 2.06% | 12,855 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 1.82% | 13,212 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 1.85% | 14,402 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 1.63% | 15,136 | SEC filing ↗Filed Nov 2, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.63% | 15,136 | $12.57M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 2, 2023 |
| Q4 2023 | 1.85% | 14,402 | $16.08M | Shares decreased 4.85%; reported value increased 27.88%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 1.82% | 13,212 | $17.51M | Shares decreased 8.26%; reported value increased 8.93%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 2.06% | 12,855 | $20.64M | Shares decreased 2.70%; reported value increased 17.86%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 1.95% | 118,433 | $20.43M | Shares increased 821.30%; reported value decreased 1.01%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 2.44% | 112,800 | $26.15M | Shares decreased 4.76%; reported value increased 28.01%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.58% | 94,624 | $15.84M | Shares decreased 16.11%; reported value decreased 39.42%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 2.12% | 88,178 | $24.31M | Shares decreased 6.81%; reported value increased 53.42%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 2.15% | 81,980 | $27.05M | Shares decreased 7.03%; reported value increased 11.27%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.09% | 78,047 | $27.01M | Shares decreased 4.80%; reported value decreased 0.13%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.87% | 77,071 | $23.85M | Shares decreased 1.25%; reported value decreased 11.69%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 28, 2026 |
| Q2 2026 | 1.85% | 75,692 | $28.59M | Shares decreased 1.79%; reported value increased 19.86%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 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.