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Livermore
Livermore
ZHEN

Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Defined Wealth Management, 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)
12,250
Value
$4.63M
% of portfolio
2.4%
Quarters held
22
Since Q1 2021
Holdings of AVGO by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,250$4.63M2.4%+55+0.5%AddedHolders
Q1 202612,195$3.77M2.2%+145+1.2%AddedHolders
Q4 202512,050$4.17M2.4%+27+0.2%AddedHolders
Q3 202512,023$3.97M2.3%+168+1.4%AddedHolders
Q2 202511,855$3.27M2.0%+98+0.8%AddedHolders
Q1 202511,757$1.97M1.3%−955−7.5%ReducedHolders
Q4 202412,712$2.95M2.0%+47+0.4%AddedHolders
Q3 202412,665$2.18M1.4%+165+1.3%AddedConverted for a 10-for-1 splitHolders
Q2 20241,250$2.01M1.4%+11+0.9%AddedHolders
Q1 20241,239$1.64M1.2%−24−1.9%ReducedHolders
Q4 20231,263$1.41M1.1%−7−0.6%ReducedHolders
Q3 20231,270$1.05M0.9%+10+0.8%AddedHolders
Q2 20231,260$1.09M0.9%+2+0.2%AddedHolders
Q1 20231,258$807.1K0.8%00.0%UnchangedHolders
Q4 20221,258$703.4K0.7%00.0%UnchangedHolders
Q3 20221,258$559.0K0.6%00.0%UnchangedHolders
Q2 20221,258$611.0K0.6%00.0%UnchangedHolders
Q1 20221,258$792.0K0.7%00.0%UnchangedHolders
Q4 20211,258$837.0K0.7%00.0%UnchangedHolders
Q3 20211,258$610.0K0.5%00.0%UnchangedHolders
Q2 20211,258$600.0K0.5%00.0%UnchangedHolders
Q1 20211,258$583.0K0.6%––Holders

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