BROADCOM INC · CUSIP 11135F101 · CIK 902584
As of 2026-06-30, ADVISORY RESEARCH INC reported 65.50K AVGO (shares), valued at $24.74M, or 2.47% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 2.84%; reported value increased 25.51%, and weight changed +0.05 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 | 2.47% | 65,495 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.42% | 63,687 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 3.59% | 82,424 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 3.71% | 85,729 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 3.60% | 85,046 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 2.15% | 72,902 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 3.75% | 97,296 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 3.01% | 98,101 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 3.03% | 10,025 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 2.49% | 9,432 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 2.01% | 11,700 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 1.43% | 12,373 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.43% | 12,373 | $10.28M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 2.01% | 11,700 | $13.06M | Shares decreased 5.44%; reported value increased 27.08%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.49% | 9,432 | $12.50M | Shares decreased 19.38%; reported value decreased 4.28%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 3.03% | 10,025 | $16.10M | Shares increased 6.29%; reported value increased 28.75%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 3.01% | 98,101 | $16.92M | Shares increased 878.56%; reported value increased 5.14%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 3.75% | 97,296 | $22.56M | Shares decreased 0.82%; reported value increased 33.30%, and weight changed +0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.15% | 72,902 | $12.21M | Shares decreased 25.07%; reported value decreased 45.89%, and weight changed -1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 3.60% | 85,046 | $23.44M | Shares increased 16.66%; reported value increased 92.06%, and weight changed +1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 3.71% | 85,729 | $28.28M | Shares increased 0.80%; reported value increased 20.64%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 3.59% | 82,424 | $28.53M | Shares decreased 3.86%; reported value increased 0.86%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 2.42% | 63,687 | $19.71M | Shares decreased 22.73%; reported value decreased 30.90%, and weight changed -1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 2.47% | 65,495 | $24.74M | Shares increased 2.84%; reported value increased 25.51%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 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.