Position in ABR
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$14,173
-$5,988 QoQ
Shares Held
2,615
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 296 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Bernard Wealth Management Corp. holds $14,173 across 1 REIT - Mortgage name. ABR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABR |
Arbor Realty Trust Inc
This page
|
2,615 | $14,173 |
All Filings in ABR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,173 | 2,615 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $20,161 | 2,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,292 | 2,615 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $31,929 | 2,615 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $27,980 | 2,615 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $30,726 | 2,615 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $36,217 | 2,615 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||