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Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Curated Wealth Partners 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)
9,256
Value
$3.50M
% of portfolio
0.4%
Quarters held
12
Since Q2 2023
Holdings of AVGO by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,256$3.50M0.4%−577−5.9%ReducedHolders
Q1 20269,833$3.04M0.4%−1,011−9.3%ReducedHolders
Q4 202510,844$3.75M0.4%+3,729+52.4%AddedHolders
Q3 20257,115$2.35M0.3%+1,777+33.3%AddedHolders
Q2 20255,338$1.47M0.2%+1,398+35.5%AddedHolders
Q1 20253,940$659.7K0.1%+1,766+81.2%AddedHolders
Q4 20242,174$504.0K0.1%−868−28.5%ReducedHolders
Q3 20243,042$524.7K0.1%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q2 2024304$488.1K0.1%+304NewHolders
Q1 20240$00.0%−302−100.0%Sold outHolders
Q4 2023302$337.1K0.1%00.0%UnchangedHolders
Q3 2023302$250.8K<0.1%−9−2.9%ReducedHolders
Q2 2023311$269.8K0.1%+311NewHolders