Wealth Advisors of Tampa Bay, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1715228
TAMPA, FL
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$415,643
New position
Shares Held
3,035
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#595
of 1,003 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 44%
Shared 0%
None 56%
Position in Information Technology Services
Technology · as of Jun 30, 2026Wealth Advisors of Tampa Bay, LLC holds $2,149,465 across 2 Information Technology Services names. BR ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
13,933 | $1,733,822 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
3,035 | $415,643 |
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,643 | 3,035 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||