LGT Financial Advisors LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1965191
DALLAS, TX
Position in BR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,574
-$1,335 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
All Filings in BR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,574 | 22 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,909 | 22 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,239 | 22 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,346 | 22 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,334 | 22 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $52,224 | 231 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,670 | 231 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $69,541 | 353 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $155,075 | 757 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $280,025 | 1,361 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $236,883 | 1,323 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $233,703 | 1,411 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $218,975 | 1,494 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||