Brookfield Corp Cl A Ltd Vt Sh shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Brookfield Corp Cl A Ltd Vt Sh (BN) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage 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 Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $75M | 1.1M | 68.58 |
| 2025-06-30 | $68M | 1.1M | 61.85 |
| 2025-03-31 | $57M | 1.1M | 52.41 |
| 2024-12-31 | $62M | 1.1M | 57.45 |
| 2024-09-30 | $62M | 1.2M | 53.15 |
| 2024-06-30 | $48M | 1.2M | 41.54 |
| 2024-03-31 | $46M | 1.1M | 41.87 |
| 2023-12-31 | $43M | 1.1M | 40.12 |
| 2023-09-30 | $30M | 970k | 31.27 |
| 2023-06-30 | $30M | 895k | 33.65 |
| 2023-03-31 | $28M | 854k | 32.59 |
| 2022-12-31 | $24M | 753k | 31.46 |
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