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Acumen Wealth Advisors, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1939202 CHATTANOOGA, TN

Position in BN

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$4,131
+$206 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#896
of 931 holders
Holding Since
Dec 2025
3 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, 2026

Acumen Wealth Advisors, LLC holds $2,872,538 across 5 Asset Management names. BN ranks #4 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 BN
BROOKFIELD Corp /ON/
This page
97 $4,131

All Filings in BN

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,131 97
2026-03-31 $3,925 97
2025-12-31 $4,451 97