SEC 13F Intelligence

Surience Private Wealth LLC / AVGO

Surience Private Wealth LLC’s Broadcom Inc Position

Does Surience Private Wealth LLC own Broadcom Inc (AVGO)? Not currently — the last reported position was 24.2K shares worth $4M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2024
Shares
24.2K
% of Portfolio
+4.26%
Quarters Held
1
position exited

Position History AVGO

Reported value by quarter
Q3 ’24: $4MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202424.2K$4M+4.26%

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