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Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Intergy Private Wealth, 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)
4,444
Value
$1.68M
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of AVGO by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,444$1.68M0.4%+106+2.4%AddedHolders
Q1 20264,338$1.34M0.4%+218+5.3%AddedHolders
Q4 20254,120$1.43M0.4%+40+1.0%AddedHolders
Q3 20254,080$1.35M0.4%−62−1.5%ReducedHolders
Q2 20254,142$1.14M0.4%+138+3.4%AddedHolders
Q1 20254,004$670.4K0.3%+73+1.9%AddedHolders
Q4 20243,931$911.4K0.3%−71−1.8%ReducedHolders
Q3 20244,002$690.3K0.3%−28−0.7%ReducedConverted for a 10-for-1 splitHolders
Q2 2024403$647.0K0.3%+1+0.2%AddedHolders
Q1 2024402$532.8K0.2%00.0%UnchangedHolders
Q4 2023402$448.7K0.2%−20−4.7%ReducedHolders
Q3 2023422$350.5K0.2%−25−5.6%ReducedHolders
Q2 2023447$387.7K0.2%−21−4.5%ReducedHolders
Q1 2023468$300.2K0.2%+22+4.9%AddedHolders
Q4 2022446$249.4K0.2%+446NewHolders