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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

AVGO holding history

Broadcom Inc. in every 13F filed by Wetherby Asset Management 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 Q3 2025 holdings

Shares (Q3 2025)
95,236
Value
$31.4M
% of portfolio
1.3%
Quarters held
18
Since Q1 2021
Holdings of AVGO by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202595,236$31.4M1.3%+4,347+4.8%AddedHolders
Q2 202590,889$25.1M1.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202484,660$19.6M0.9%−3,245−3.7%ReducedHolders
Q3 202487,905$15.2M0.7%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q2 20248,771$14.1M0.7%+205+2.4%AddedHolders
Q1 20248,566$11.4M0.5%+54+0.6%AddedHolders
Q4 20238,512$9.50M0.5%+299+3.6%AddedHolders
Q3 20238,213$6.82M0.4%+141+1.7%AddedHolders
Q2 20238,072$7.00M0.4%+325+4.2%AddedHolders
Q1 20237,747$4.97M0.3%+455+6.2%AddedHolders
Q4 20227,292$4.08M0.3%+616+9.2%AddedHolders
Q3 20226,676$2.96M0.2%−256−3.7%ReducedHolders
Q2 20226,932$3.37M0.2%+58+0.8%AddedHolders
Q1 20226,874$4.33M0.2%+626+10.0%AddedHolders
Q4 20216,248$4.16M0.2%+280+4.7%AddedHolders
Q3 20215,968$2.89M0.2%−65−1.1%ReducedHolders
Q2 20216,033$2.88M0.2%+590+10.8%AddedHolders
Q1 20215,443$2.52M0.2%––Holders

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