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Precedent Wealth Partners, LLC

SEC CIK
0002008666
Latest filing
Jul 21, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Precedent Wealth Partners, 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)
21,776
Value
$8.23M
% of portfolio
1.4%
Quarters held
11
Since Q4 2023
Holdings of AVGO by Precedent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,776$8.23M1.4%+2,686+14.1%AddedHolders
Q1 202619,090$5.91M1.2%+97+0.5%AddedHolders
Q4 202518,993$6.57M1.4%−930−4.7%ReducedHolders
Q3 202519,923$6.57M1.4%+207+1.0%AddedHolders
Q2 202519,716$5.43M1.3%+1,653+9.2%AddedHolders
Q1 202518,063$3.02M0.8%+614+3.5%AddedHolders
Q4 202417,449$4.05M1.3%+208+1.2%AddedHolders
Q3 202417,241$2.97M1.0%+971+6.0%AddedConverted for a 10-for-1 splitHolders
Q2 20241,627$2.61M1.1%+50+3.2%AddedHolders
Q1 20241,577$2.09M0.9%+78+5.2%AddedHolders
Q4 20231,499$1.67M0.9%–No prior filingHolders