Position in BR
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$258,993
-$646,854 QoQ
Shares Held
1,594
-60.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026LVW Advisors, LLC holds $1,497,639 across 3 Information Technology Services names.
All Filings in BR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,993 | 1,594 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $905,847 | 4,059 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,246,343 | 5,233 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,270,074 | 5,226 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,060,035 | 4,372 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $897,803 | 3,971 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $799,696 | 3,719 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $506,684 | 2,572 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $452,126 | 2,207 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $259,039 | 1,259 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||