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Annex Advisory Services, LLC

Position in AVGO — Broadcom Inc.

CIK 1542287 BROOKFIELD, WI

Position in AVGO

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$81,382,460
+$11,680,499 QoQ
Shares Held
215,440
-4.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
#584
of 4,764 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Annex Advisory Services, LLC holds $347,051,272 across 10 Semiconductors names. AVGO ranks #3 (23.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AVGO
Broadcom Inc.
This page
215,440 $81,382,460

All Filings in AVGO

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $81,382,460 215,440
2026-03-31 $69,701,961 225,201
2025-12-31 $75,702,453 218,730
2025-09-30 $68,771,389 208,455
2025-06-30 $58,159,117 210,989
2025-03-31 $27,332,612 163,248
2024-12-31 $8,964,093 38,665
2024-09-30 $6,910,695 40,062
2024-06-30 $6,659,738 4,148
2024-03-31 $7,426,272 5,603
2023-12-31 $7,161,860 6,416
2023-09-30 $2,590,579 3,119
2023-06-30 $257,626 297
2022-12-31 $379,090 678
2022-09-30 $291,270 656
2022-06-30 $372,130 766
2022-03-31 $603,863 959
2021-12-31 $576,910 867
2021-09-30 $206,095 425
2021-06-30 $229,836 482
2021-03-31 $204,010 440
2020-12-31 $215,422 492