SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Position in BN — BROOKFIELD Corp /ON/
CIK 2016209
CINCINNATI, OH
Position in BN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$178,270
New position
Shares Held
4,405
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Position in Asset Management
Financial Services · as of Mar 31, 2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $178,270 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
|
4,405 | $178,270 |
All Filings in BN
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,270 | 4,405 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||