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Livermore
Livermore
ZHEN

Sage Private Wealth Group, LLC

SEC CIK
0001845635
Latest filing
Aug 6, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Sage Private Wealth Group, 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)
4,737
Value
$1.79M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of AVGO by Sage Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,737$1.79M0.8%+1,044+28.3%AddedHolders
Q1 20263,693$1.14M0.6%+57+1.6%AddedHolders
Q4 20253,636$1.26M0.7%−195−5.1%ReducedHolders
Q3 20253,831$1.26M0.7%−1,714−30.9%ReducedHolders
Q2 20255,545$1.53M1.0%−213−3.7%ReducedHolders
Q1 20255,758$964.1K0.7%−338−5.5%ReducedHolders
Q4 20246,096$1.41M1.1%+45+0.7%AddedHolders
Q3 20246,051$1.04M0.8%+61+1.0%AddedConverted for a 10-for-1 splitHolders
Q2 2024599$963.0K0.8%+19+3.3%AddedHolders
Q1 2024580$769.4K0.6%+52+9.8%AddedHolders
Q4 2023528$590.0K0.5%−13−2.4%ReducedHolders
Q3 2023541$449.6K0.6%+1+0.2%AddedHolders
Q2 2023540$468.5K0.6%+1+0.2%AddedHolders
Q1 2023539$346.3K0.4%−42−7.2%ReducedHolders
Q4 2022581$325.1K0.4%−97−14.3%ReducedHolders
Q3 2022678$301.0K0.4%+346+104.2%AddedHolders
Q2 2022332$161.0K0.2%+133+66.8%AddedHolders
Q1 2022199$125.0K0.1%+114+134.1%AddedHolders
Q4 202185$56.0K0.1%00.0%UnchangedHolders
Q3 202185$41.0K0.1%00.0%UnchangedHolders
Q2 202185$41.0K0.1%00.0%UnchangedHolders
Q1 202185$39.0K0.1%––Holders

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