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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Heritage Wealth Advisors, 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)
8,909
Value
$3.37M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AVGO by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,909$3.37M0.1%+3,369+60.8%AddedHolders
Q1 20265,540$1.71M0.1%+2,341+73.2%AddedHolders
Q4 20253,199$1.11M<0.1%00.0%UnchangedHolders
Q3 20253,199$1.06M<0.1%−38−1.2%ReducedHolders
Q2 20253,237$892.3K<0.1%−49−1.5%ReducedHolders
Q1 20253,286$550.2K<0.1%00.0%UnchangedHolders
Q4 20243,286$761.8K<0.1%+69+2.1%AddedHolders
Q3 20243,217$554.9K<0.1%+1,497+87.0%AddedConverted for a 10-for-1 splitHolders
Q2 2024172$276.2K<0.1%00.0%UnchangedHolders
Q1 2024172$228.0K<0.1%00.0%UnchangedHolders
Q4 2023172$192.0K<0.1%+80+87.0%AddedHolders
Q3 202392$76.4K<0.1%00.0%UnchangedHolders
Q2 202392$79.8K<0.1%−25−21.4%ReducedHolders
Q1 2023117$75.1K<0.1%+25+27.2%AddedHolders
Q4 202292$51.4K<0.1%00.0%UnchangedHolders
Q3 202292$40.8K<0.1%−50−35.2%ReducedHolders
Q2 2022142$69.0K<0.1%+50+54.3%AddedHolders
Q1 202292$58.0K<0.1%00.0%UnchangedHolders
Q4 202192$61.0K<0.1%00.0%UnchangedHolders
Q3 202192$44.6K<0.1%00.0%UnchangedHolders
Q2 202192$43.9K<0.1%00.0%UnchangedHolders
Q1 202192$42.7K<0.1%––Holders

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