ELEVATION POINT WEALTH PARTNERS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1744349
DENVER, CO
Position in BR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$294,442
-$31,330 QoQ
Shares Held
2,150
+7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#658
of 1,003 holders
Holding Since
Mar 2020
26 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,178,462 across 6 Information Technology Services names. BR ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
45,648 | $12,836,674 | |
| 2 | ACN |
Accenture plc
|
33,260 | $4,138,874 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
2,900 | $399,446 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
3,430 | $353,187 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,150 | $294,442 | |
| 6 | INFY |
Infosys Ltd
|
14,856 | $155,839 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,442 | 2,150 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $325,772 | 2,005 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $534,045 | 2,393 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $523,497 | 2,198 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,721 | 40 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $209,970 | 866 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $308,386 | 1,364 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $293,300 | 1,364 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $268,708 | 1,364 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $279,429 | 1,364 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $294,634 | 1,432 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $325,154 | 1,816 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $300,784 | 1,816 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $652,969 | 4,455 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,092,220 | 8,143 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,267,562 | 8,783 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,239,614 | 8,696 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,020,804 | 12,978 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,418,342 | 13,228 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,233,975 | 13,406 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,314,886 | 14,331 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,232,504 | 14,582 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,366,633 | 15,448 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,090,616 | 15,838 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,102,830 | 16,664 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,346,586 | 14,200 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||