WEALTH ALLIANCE, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1793904
MELLVILLE, NY
Position in BR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$283,690
-$127,835 QoQ
Shares Held
1,746
-5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026WEALTH ALLIANCE, LLC holds $2,660,817 across 5 Information Technology Services names.
All Filings in BR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,690 | 1,746 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $411,525 | 1,844 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $438,947 | 1,843 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $455,438 | 1,874 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $453,642 | 1,871 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $430,249 | 1,903 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $411,782 | 1,915 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $376,664 | 1,912 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $391,897 | 1,913 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $439,276 | 2,135 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $390,508 | 2,181 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $384,592 | 2,322 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $336,524 | 2,296 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $251,224 | 1,873 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $461,678 | 3,199 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $511,041 | 3,585 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $529,880 | 3,403 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $581,183 | 3,179 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $511,084 | 3,067 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $485,236 | 3,004 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $292,727 | 1,912 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $379,476 | 2,477 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $332,244 | 2,517 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $321,405 | 2,547 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $454,615 | 4,794 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||