Position in BN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$215,505
+$10,727 QoQ
Shares Held
5,060
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#748
of 931 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Omnia Family Wealth, LLC holds $215,505 across 1 Asset Management name. BN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
5,060 | $215,505 |
All Filings in BN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,505 | 5,060 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $204,778 | 5,060 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $232,203 | 5,060 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $231,388 | 3,374 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $208,681 | 3,374 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||