Western Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1767902
GOLDEN, CO
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$719,124
-$239,832 QoQ
Shares Held
5,251
-11.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#501
of 1,002 holders
Holding Since
Sep 2024
4 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, 2026Western Wealth Management, LLC holds $4,575,111 across 4 Information Technology Services names. BR ranks #2 (15.7% of the industry book) .
All Filings in BR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,124 | 5,251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $958,956 | 5,902 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,195,790 | 5,289 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,270,182 | 5,907 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||