Broadridge Financial Solutions shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $295k | 1.2k | 238.07 |
| 2025-06-30 | $304k | 1.3k | 243.03 |
| 2025-03-31 | $314k | 1.3k | 242.46 |
| 2024-12-31 | $293k | 1.3k | 226.09 |
| 2024-09-30 | $239k | 1.1k | 215.03 |
| 2024-06-30 | $239k | 1.2k | 197.00 |
| 2024-03-31 | $259k | 1.3k | 204.86 |
| 2023-12-31 | $257k | 1.3k | 205.75 |
| 2023-09-30 | $225k | 1.3k | 179.05 |
| 2023-06-30 | $207k | 1.3k | 165.57 |
| 2020-12-31 | $83k | 579 | 142.86 |
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