Destiny Wealth Partners, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1844369
TAVARES, FL
Position in BR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$136,808
New position
Shares Held
842
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026Destiny Wealth Partners, LLC holds $399,318 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,420 | $399,318 |
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,808 | 842 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||