Position in BN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,061,978
+$313,040 QoQ
Shares Held
95,374
+3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#46
of 286 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Guardian Wealth Management, Inc. holds $15,473,792 across 4 Asset Management names. BN ranks #2 (26.3% of the industry book) .
All Filings in BN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,061,978 | 95,374 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,748,938 | 92,635 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,204,212 | 91,615 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,228,505 | 61,658 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,790,659 | 61,288 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,069,810 | 58,573 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,236,962 | 56,344 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,078,019 | 57,912 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,382,233 | 57,348 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,405,889 | 57,461 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,299,119 | 57,306 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,791,617 | 57,295 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,898,462 | 56,418 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,836,123 | 56,340 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,655,265 | 52,615 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||