Skip to main content
Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
27,930
Value
$10.6M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of AVGO by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,930$10.6M0.6%+289+1.0%AddedHolders
Q1 202627,641$8.56M0.6%+941+3.5%AddedHolders
Q4 202526,700$9.24M0.6%−665−2.4%ReducedHolders
Q3 202527,365$9.03M0.6%−315−1.1%ReducedHolders
Q2 202527,680$7.63M0.6%+1,220+4.6%AddedHolders
Q1 202526,460$4.43M0.4%+2,002+8.2%AddedHolders
Q4 202424,458$5.67M0.5%+3,276+15.5%AddedHolders
Q3 202421,182$3.65M0.3%+1,312+6.6%AddedConverted for a 10-for-1 splitHolders
Q2 20241,987$3.19M0.3%+45+2.3%AddedHolders
Q1 20241,942$2.57M0.3%−27−1.4%ReducedHolders
Q4 20231,969$2.20M0.3%+351+21.7%AddedHolders
Q3 20231,618$1.34M0.2%+40+2.5%AddedHolders
Q2 20231,578$1.37M0.2%+307+24.2%AddedHolders
Q1 20231,271$815.4K0.1%+635+99.8%AddedHolders
Q4 2022636$355.6K0.1%−120−15.9%ReducedHolders
Q3 2022756$336.0K0.1%+51+7.2%AddedHolders
Q2 2022705$342.0K0.1%+37+5.5%AddedHolders
Q1 2022668$421.0K0.1%+39+6.2%AddedHolders
Q4 2021629$419.0K0.1%+24+4.0%AddedHolders
Q3 2021605$293.0K0.1%+76+14.4%AddedHolders
Q2 2021529$252.0K0.1%+86+19.4%AddedHolders
Q1 2021443$205.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.