Premier Path Wealth Partners, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1999925
MADISON, NJ
Position in BR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$284,445
-$173,586 QoQ
Shares Held
2,077
-26.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#667
of 1,006 holders
Holding Since
Mar 2026
2 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, 2026Premier Path Wealth Partners, LLC holds $3,163,542 across 4 Information Technology Services names. BR ranks #3 (9.0% of the industry book) .
All Filings in BR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,445 | 2,077 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $458,031 | 2,819 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||