Position in BN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$228,793
+$11,389 QoQ
Shares Held
5,372
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#728
of 931 holders
Holding Since
Dec 2024
6 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, 2026Wealth Management Strategies, Inc. holds $228,793 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
|
5,372 | $228,793 |
All Filings in BN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,793 | 5,372 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $217,404 | 5,372 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $246,521 | 5,372 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $245,653 | 3,582 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $221,546 | 3,582 | Shares | Sole | 2026-08-17 | |
| 2024-12-31 | $205,785 | 3,582 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||