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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by SkyOak Wealth, 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)
6,636
Value
$2.51M
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of AVGO by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,636$2.51M0.4%−1,700−20.4%ReducedHolders
Q1 20268,336$2.58M0.5%+2,276+37.6%AddedHolders
Q4 20256,060$2.10M0.4%+1,451+31.5%AddedHolders
Q3 20254,609$1.52M0.3%+17+0.4%AddedHolders
Q2 20254,592$1.27M0.3%−678−12.9%ReducedHolders
Q1 20255,270$882.4K0.2%−5,600−51.5%ReducedHolders
Q4 202410,870$2.52M0.5%00.0%UnchangedHolders
Q3 202410,870$1.88M0.4%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q2 20241,087$1.75M0.4%+19+1.8%AddedHolders
Q1 20241,068$1.42M0.3%−1,050−49.6%ReducedHolders
Q4 20232,118$2.36M0.6%00.0%UnchangedHolders
Q3 20232,118$1.76M0.5%−8−0.4%ReducedHolders
Q2 20232,126$1.84M0.5%00.0%UnchangedHolders
Q1 20232,126$1.36M0.4%+51+2.5%AddedHolders
Q4 20222,075$1.16M0.4%00.0%UnchangedHolders
Q3 20222,075$921.0K0.3%+630+43.6%AddedHolders
Q2 20221,445$702.0K0.2%00.0%UnchangedHolders
Q1 20221,445$910.0K0.3%00.0%UnchangedHolders
Q4 20211,445$962.0K0.2%+1,445NewHolders