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Broadridge Financial Solutions shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 1.1k 235.04
2025-06-30 $252k 1.1k 238.60
2025-03-31 $237k 1.0k 231.60
2022-12-31 $19k 133 139.03
2022-06-30 $1.5M 10k 149.09
2022-03-31 $1.4M 9.1k 155.69
2021-12-31 $361k 2.0k 177.48
2021-09-30 $345k 2.0k 174.77
2021-06-30 $270k 1.7k 161.39