Skip to main content
Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Regent Peak Wealth Advisors 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)
16,174
Value
$6.11M
% of portfolio
1.1%
Quarters held
21
Since Q1 2021
Holdings of AVGO by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,174$6.11M1.1%+78+0.5%AddedHolders
Q1 202616,096$4.98M1.0%+788+5.1%AddedHolders
Q4 202515,308$5.30M1.0%+203+1.3%AddedHolders
Q3 202515,105$4.98M1.0%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202512,942$2.17M0.5%−367−2.8%ReducedHolders
Q4 202413,309$3.09M0.7%+386+3.0%AddedHolders
Q3 202412,923$2.23M0.5%−137−1.0%ReducedConverted for a 10-for-1 splitHolders
Q2 20241,306$2.10M0.5%+50+4.0%AddedHolders
Q1 20241,256$1.66M0.4%+12+1.0%AddedHolders
Q4 20231,244$1.39M0.4%+4+0.3%AddedHolders
Q3 20231,240$1.03M0.3%+23+1.9%AddedHolders
Q2 20231,217$1.06M0.3%00.0%UnchangedHolders
Q1 20231,217$780.8K0.2%−19−1.5%ReducedHolders
Q4 20221,236$691.1K0.2%−12−1.0%ReducedHolders
Q3 20221,248$554.0K0.2%−17−1.3%ReducedHolders
Q2 20221,265$614.0K0.2%+37+3.0%AddedHolders
Q1 20221,228$773.0K0.2%+2+0.2%AddedHolders
Q4 20211,226$816.0K0.2%−21−1.7%ReducedHolders
Q3 20211,247$605.0K0.2%+16+1.3%AddedHolders
Q2 20211,231$598.0K0.2%−78−6.0%ReducedHolders
Q1 20211,309$606.0K0.2%––Holders

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