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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, 2026

Western Wealth Management, LLC holds $4,575,111 across 4 Information Technology Services names. BR ranks #2 (15.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BR
Broadridge Financial Solutions, Inc.
This page
5,251 $719,124

All Filings in BR

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $719,124 5,251
2026-03-31 $958,956 5,902
2024-12-31 $1,195,790 5,289
2024-09-30 $1,270,182 5,907