JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in BN — BROOKFIELD Corp /ON/
CIK 2122180
AMMON, ID
Position in BN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$609,589
+$105,860 QoQ
Shares Held
14,313
+15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#522
of 931 holders
Holding Since
Dec 2025
3 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,602,048 across 3 Asset Management names. BN ranks #1 (38.1% of the industry book) .
All Filings in BN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,589 | 14,313 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $503,729 | 12,447 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,832,478 | 39,932 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||