Position in BN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$390,891
+$19,458 QoQ
Shares Held
9,178
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#616
of 931 holders
Holding Since
Jun 2023
12 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, 2026Heartwood Wealth Advisors LLC holds $390,891 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
|
9,178 | $390,891 |
All Filings in BN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,891 | 9,178 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $371,433 | 9,178 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $421,178 | 9,178 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $419,641 | 6,119 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $378,459 | 6,119 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $320,696 | 6,119 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $351,536 | 6,119 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $325,224 | 6,119 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $254,182 | 6,119 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $256,202 | 6,119 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $245,494 | 6,119 | Shares | Sole | 2024-01-17 | |
| 2023-06-30 | $205,904 | 6,119 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||