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Livermore
Livermore
ZHEN

Fermata Advisors, LLC

SEC CIK
0001859259
Latest filing
Jul 7, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Fermata 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)
3,164
Value
$1.20M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of AVGO by Fermata Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,164$1.20M0.2%+516+19.5%AddedHolders
Q1 20262,648$819.5K0.2%+1,360+105.6%AddedHolders
Q4 20251,288$445.9K0.1%−256−16.6%ReducedHolders
Q3 20251,544$509.5K0.1%−999−39.3%ReducedHolders
Q2 20252,543$700.9K0.2%−5,287−67.5%ReducedHolders
Q1 20257,830$1.31M0.2%−1,103−12.3%ReducedHolders
Q4 20248,933$2.07M0.4%+968+12.2%AddedHolders
Q3 20247,965$1.37M0.3%+555+7.5%AddedConverted for a 10-for-1 splitHolders
Q2 2024741$1.19M0.3%−17−2.2%ReducedHolders
Q1 2024758$1.00M0.2%+378+99.5%AddedHolders
Q4 2023380$424.3K0.1%−19−4.8%ReducedHolders
Q3 2023399$333.1K0.1%+399NewHolders
Q1 20230$00.0%−364−100.0%Sold outHolders
Q4 2022364$205.1K0.1%+364NewHolders
Q3 20220$00.0%−680−100.0%Sold outHolders
Q2 2022680$333.0K0.1%−57−7.7%ReducedHolders
Q1 2022737$468.0K0.2%−41−5.3%ReducedHolders
Q4 2021778$521.0K0.2%+19+2.5%AddedHolders
Q3 2021759$370.0K0.2%−48−5.9%ReducedHolders
Q2 2021807$386.0K0.2%+264+48.6%AddedHolders
Q1 2021543$252.0K0.2%––Holders

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