Position in BN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$291,400
+$80,471 QoQ
Shares Held
6,842
+31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#680
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, 202655 North Private Wealth, LLC holds $1,421,062 across 5 Asset Management names. BN ranks #3 (20.5% of the industry book) .
All Filings in BN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,400 | 6,842 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $210,929 | 5,212 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||