MBE Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1775850
TOMAH, WI
Position in BR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$274,266
-$62,943 QoQ
Shares Held
1,688
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
All Filings in BR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,266 | 1,688 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $337,209 | 1,511 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $334,867 | 1,406 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $380,341 | 1,565 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $356,658 | 1,471 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||