Position in BN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$391,828
+$51,395 QoQ
Shares Held
9,200
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#115
of 233 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $29,054,879 across 4 Asset Management names. BN ranks #3 (1.3% of the industry book) .
All Filings in BN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,828 | 9,200 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $340,433 | 8,412 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $351,609 | 7,662 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $233,309 | 5,103 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $210,413 | 5,103 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $187,627 | 5,370 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $205,671 | 5,370 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $209,765 | 5,920 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||