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Lutz Financial Services LLC

SEC CIK
0001737112
Latest filing
Aug 5, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Lutz Financial Services LLC, 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)
1,407
Value
$531.5K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of AVGO by Lutz Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,407$531.5K<0.1%+35+2.6%AddedHolders
Q1 20261,372$424.6K<0.1%−93−6.3%ReducedHolders
Q4 20251,465$507.0K<0.1%+137+10.3%AddedHolders
Q3 20251,328$438.1K<0.1%+163+14.0%AddedHolders
Q2 20251,165$321.1K<0.1%−54−4.4%ReducedHolders
Q1 20251,219$204.1K<0.1%+93+8.3%AddedHolders
Q4 20241,126$261.1K<0.1%−228−16.8%ReducedHolders
Q3 20241,354$233.6K<0.1%−46−3.3%ReducedConverted for a 10-for-1 splitHolders
Q2 2024140$224.8K<0.1%−95−40.4%ReducedHolders
Q1 2024235$311.5K<0.1%+4+1.7%AddedHolders
Q4 2023231$257.9K<0.1%−15−6.1%ReducedHolders
Q3 2023246$204.3K<0.1%+246NewHolders