SEC 13F Intelligence

Naviter Wealth, LLC / AVGO

Naviter Wealth, LLC’s Broadcom Inc Position

Does Naviter Wealth, LLC own Broadcom Inc (AVGO)? Yes35.3K shares worth $11M (+1.37% of its 13F portfolio) as of Q1 2026, up from 32.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
35.3K
% of Portfolio
+1.37%
Quarters Held
16
currently held

Position History AVGO

Reported value by quarter
Q2 ’22: $981,000Q2 ’22Q3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $1MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $9MQ4 ’24Q1 ’25: $7MQ2 ’25: $10MQ2 ’25Q3 ’25: $12MQ4 ’25: $11MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.3K$11M+1.37%
Q4 202532.8K$11M+1.48%
Q3 202536.9K$12M+1.42%
Q2 202535.1K$10M+1.19%
Q1 202539.6K$7M+0.81%
Q4 202441.0K$9M+1.15%
Q3 202426.3K$5M+0.63%
Q2 20242.7K$4M+0.66%
Q1 20242.8K$4M+0.61%
Q4 20232.5K$3M+0.57%
Q3 20232.1K$2M+0.41%
Q2 20232.1K$2M+0.45%
Q1 20231.8K$1M+0.41%
Q4 20223.5K$2M+0.56%
Q3 20222.3K$1M+0.42%
Q2 20222.0K$981,000+0.40%

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