Biltmore Family Office, LLC
Family OfficePosition in BR — Broadridge Financial Solutions, Inc.
CIK 1731123
CHARLOTTE, NC
Position in BR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$695,295
-$130,103 QoQ
Shares Held
5,077
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#510
of 1,006 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Biltmore Family Office, LLC holds $2,037,123 across 3 Information Technology Services names. BR ranks #2 (34.1% of the industry book) .
All Filings in BR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,295 | 5,077 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $825,398 | 5,080 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $899,375 | 4,030 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $956,252 | 4,015 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $975,765 | 4,015 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $973,476 | 4,015 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $907,751 | 4,015 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $863,345 | 4,015 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $788,000 | 4,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $819,440 | 4,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $823,000 | 4,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $716,200 | 4,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $662,520 | 4,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $989,347 | 6,750 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $904,706 | 6,745 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $872,847 | 6,048 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $862,142 | 6,048 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $941,734 | 6,048 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,105,695 | 6,048 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $666,560 | 4,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $646,120 | 4,000 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $612,400 | 4,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $612,800 | 4,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $528,000 | 4,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $504,760 | 4,000 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $379,320 | 4,000 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||