Accurate Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1877728
WESLEY CHAPEL, FL
Position in BR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$244,044
-$34,025 QoQ
Shares Held
1,782
+43.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#710
of 1,006 holders
Holding Since
Jun 2021
11 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, 2026Accurate Wealth Management, LLC holds $3,207,221 across 3 Information Technology Services names. BR ranks #3 (7.6% of the industry book) .
All Filings in BR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,044 | 1,782 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $278,069 | 1,246 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $264,845 | 1,112 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $257,125 | 1,058 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $248,279 | 1,024 | Shares | Sole | 2025-04-15 | |
| 2022-12-31 | $17,839 | 133 | Shares | Sole | 2023-01-11 | |
| 2022-06-30 | $1,477,245 | 10,363 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,416,182 | 9,095 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $371,855 | 2,034 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $328,947 | 1,974 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $270,239 | 1,673 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||