Position in BN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$327,815
+$16,318 QoQ
Shares Held
7,697
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#663
of 931 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Newman Dignan & Sheerar, Inc. holds $1,877,309 across 3 Asset Management names. BN ranks #3 (17.5% of the industry book) .
All Filings in BN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,815 | 7,697 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $311,497 | 7,697 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $353,215 | 7,697 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $344,614 | 5,025 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $280,798 | 4,540 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||