Planning Center, Inc.

SEC CIK: 0001910966
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

AVGO holding history

Broadcom Inc. in every 13F filed by Planning Center, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overview All 13F holders of AVGO Full Q2 2026 holdings

Shares (Q2 2026): 691
Value: $261.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of AVGO by Planning Center, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	691	$261.0K	<0.1%	+1+0.1%	Added	Holders
Q1 2026	690	$213.6K	<0.1%	+3+0.4%	Added	Holders
Q4 2025	687	$237.8K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	687	$226.6K	<0.1%	+687	New	Holders