SEC 13F Intelligence

Ascentis Independent Advisors / AVGO

Ascentis Independent Advisors’s Broadcom Inc Position

Does Ascentis Independent Advisors own Broadcom Inc (AVGO)? Yes56.3K shares worth $17M (+1.32% of its 13F portfolio) as of Q1 2026, up from 36.4K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
56.3K
% of Portfolio
+1.32%
Quarters Held
17
currently held

Position History AVGO

Reported value by quarter
Q4 ’20: $635,000Q4 ’20Q1 ’21: $599,000Q2 ’21: $1MQ3 ’21: $1MQ3 ’21Q4 ’21: $894,000Q1 ’22: $1MQ2 ’23: $4MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ2 ’24: $6MQ2 ’24Q3 ’24: $7MQ4 ’24: $8MQ1 ’25: $6MQ1 ’25Q2 ’25: $9MQ3 ’25: $12MQ4 ’25: $13MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202656.3K$17M+1.32%
Q4 202536.4K$13M+2.03%
Q3 202535.4K$12M+1.97%
Q2 202534.1K$9M+1.74%
Q1 202533.2K$6M+1.10%
Q4 202435.2K$8M+1.56%
Q3 202439.4K$7M+1.06%
Q2 20243.5K$6M+1.15%
Q4 20234.0K$4M+1.09%
Q3 20233.6K$3M+0.84%
Q2 20234.1K$4M+0.99%
Q1 20222.2K$1M+0.70%
Q4 20211.3K$894,000+0.45%
Q3 20213.0K$1M+0.59%
Q2 20212.9K$1M+0.53%
Q1 20211.3K$599,000+0.34%
Q4 20201.5K$635,000+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ascentis Independent Advisors’s full portfolio or all institutional holders of AVGO.