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Hillcrest Wealth Advisors - NY, LLC

SEC CIK
0001767121
Latest filing
Jul 21, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Hillcrest Wealth Advisors - NY, 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)
577
Value
$218.0K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of AVGO by Hillcrest Wealth Advisors - NY, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026577$218.0K0.1%+577NewHolders
Q1 20260$00.0%−600−100.0%Sold outHolders
Q4 2025600$207.7K0.1%−21−3.4%ReducedHolders
Q3 2025621$204.9K0.1%+621NewHolders