Brookfield Corp Cl A Ltd Vt Sh shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Brookfield Corp Cl A Ltd Vt Sh (BN) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Brookfield Corp Cl A Ltd Vt Sh
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Quarterly reported holdings in Brookfield Corp Cl A Ltd Vt Sh by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $420k | 6.1k | 68.64 |
| 2025-06-30 | $378k | 6.1k | 61.78 |
| 2025-03-31 | $320k | 6.1k | 52.33 |
| 2024-12-31 | $352k | 6.1k | 57.45 |
| 2024-09-30 | $325k | 6.1k | 53.18 |
| 2024-06-30 | $255k | 6.1k | 41.59 |
| 2024-03-31 | $256k | 6.1k | 41.89 |
| 2023-12-31 | $247k | 6.1k | 40.31 |
| 2023-06-30 | $206k | 6.1k | 33.71 |
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