ELEVATION WEALTH PARTNERS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in BR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,710
-$12,137 QoQ
Shares Held
49
-57.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#936
of 1,003 holders
Holding Since
Jun 2024
5 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $576,091 across 21 Information Technology Services names. BR ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,294 | $363,885 | |
| 2 | APLD |
Applied Digital Corp.
|
1,540 | $57,442 | |
| 3 | G |
Genpact LTD
|
852 | $23,430 | |
| 4 | SAIC |
Science Applications International Corp
|
197 | $21,750 | |
| 5 | EPAM |
EPAM Systems, Inc.
|
254 | $20,154 | |
| 6 | GIB |
Cgi Inc
|
212 | $13,688 | |
| 7 | CDW |
CDW Corp
|
95 | $13,360 | |
| 8 | CNXC |
Concentrix Corp
|
589 | $13,196 |
All Filings in BR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,710 | 49 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $18,847 | 116 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $17,853 | 80 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,287 | 18 | Shares | Sole | 2025-10-14 | |
| 2024-06-30 | $2,758 | 14 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||