Position in BN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$279,518
-$2,315 QoQ
Shares Held
6,563
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#689
of 931 holders
Holding Since
Mar 2023
14 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, 2026Alliance Wealth Advisors, LLC /UT holds $2,324,047 across 3 Asset Management names. BN ranks #3 (12.0% of the industry book) .
All Filings in BN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,518 | 6,563 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $281,833 | 6,964 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $380,336 | 8,288 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $515,241 | 7,513 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $470,863 | 7,613 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $380,758 | 7,265 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $425,991 | 7,415 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $480,688 | 9,044 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $374,482 | 9,015 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $358,741 | 8,568 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $321,602 | 8,016 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $262,824 | 8,405 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $257,590 | 7,655 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $235,006 | 7,211 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||