Broadcom shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Broadcom
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Quarterly reported holdings in Broadcom by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 9.1k | 329.90 |
| 2025-06-30 | $2.1M | 12k | 169.12 |
| 2025-03-31 | $2.1M | 12k | 167.43 |
| 2024-12-31 | $3.4M | 15k | 231.84 |
| 2024-09-30 | $2.3M | 14k | 172.51 |
| 2024-06-30 | $2.3M | 1.4k | 1605.19 |