Position in BN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$368,914
+$18,363 QoQ
Shares Held
8,662
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#635
of 931 holders
Holding Since
Mar 2026
2 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, 2026BEACON FINANCIAL PLANNING, INC holds $368,914 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
|
8,662 | $368,914 |
All Filings in BN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,914 | 8,662 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $350,551 | 8,662 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||