Lee Financial Co

SEC CIK: 0001391166
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

AVGO holding history

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

AVGO overview All 13F holders of AVGO Full Q2 2026 holdings

Shares (Q2 2026): 10,286
Value: $3.89M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of AVGO by Lee Financial Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,286	$3.89M	0.5%	−2,665−20.6%	Reduced	Holders
Q1 2026	12,951	$4.01M	0.6%	−1,835−12.4%	Reduced	Holders
Q4 2025	14,786	$5.12M	0.7%	−2,948−16.6%	Reduced	Holders
Q3 2025	17,734	$5.85M	0.7%	−5,715−24.4%	Reduced	Holders
Q2 2025	23,449	$6.46M	0.9%	+1,466+6.7%	Added	Holders
Q1 2025	21,983	$3.68M	0.6%	−2,837−11.4%	Reduced	Holders
Q4 2024	24,820	$5.75M	0.8%	−295−1.2%	Reduced	Holders
Q3 2024	25,115	$4.33M	0.6%	+1,305+5.5%	AddedConverted for a 10-for-1 split	Holders
Q2 2024	2,381	$3.82M	0.6%	+2+0.1%	Added	Holders
Q1 2024	2,379	$3.15M	0.5%	−454−16.0%	Reduced	Holders
Q4 2023	2,833	$3.16M	0.6%	+7+0.2%	Added	Holders
Q3 2023	2,826	$2.35M	0.4%	−160−5.4%	Reduced	Holders
Q2 2023	2,986	$2.59M	0.5%	−1,559−34.3%	Reduced	Holders
Q1 2023	4,545	$2.92M	0.5%	−579−11.3%	Reduced	Holders
Q4 2022	5,124	$2.86M	0.5%	+27+0.5%	Added	Holders
Q3 2022	5,097	$2.26M	0.4%	+180+3.7%	Added	Holders
Q2 2022	4,917	$2.39M	0.4%	+9+0.2%	Added	Holders
Q1 2022	4,908	$3.09M	0.6%	−710−12.6%	Reduced	Holders
Q4 2021	5,618	$3.74M	0.7%	−774−12.1%	Reduced	Holders
Q3 2021	6,392	$3.10M	0.6%	+14+0.2%	Added	Holders
Q2 2021	6,378	$3.04M	0.6%	−147−2.3%	Reduced	Holders
Q1 2021	6,525	$3.03M	0.7%	–	–	Holders

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