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Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Willner & Heller, 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)
6,070
Value
$2.29M
% of portfolio
1.4%
Quarters held
16
Since Q4 2021
Holdings of AVGO by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,070$2.29M1.4%−152−2.4%ReducedHolders
Q1 20266,222$1.93M1.4%+48+0.8%AddedHolders
Q4 20256,174$2.14M1.5%−2,574−29.4%ReducedHolders
Q3 20258,748$2.89M2.2%−46−0.5%ReducedHolders
Q2 20258,794$2.42M2.0%−78−0.9%ReducedHolders
Q1 20258,872$1.49M1.4%+318+3.7%AddedHolders
Q4 20248,554$1.98M1.7%−358−4.0%ReducedHolders
Q3 20248,912$1.54M1.4%−78−0.9%ReducedConverted for a 10-for-1 splitHolders
Q2 2024899$1.44M1.4%+3+0.3%AddedHolders
Q1 2024896$1.19M1.2%−20−2.2%ReducedHolders
Q4 2023916$1.02M1.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20221,062$593.6K0.8%−214−16.8%ReducedHolders
Q3 20221,276$567.0K0.9%+11+0.9%AddedHolders
Q2 20221,265$614.0K1.0%+19+1.5%AddedHolders
Q1 20221,246$829.0K1.0%+7+0.6%AddedHolders
Q4 20211,239$601.0K0.8%–No prior filingHolders