Unique Wealth Strategies, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2009809
BURR RIDGE, IL
Position in BR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$437,418
-$61,720 QoQ
Shares Held
3,194
+4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#581
of 1,002 holders
Holding Since
Jun 2024
3 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, 2026Unique Wealth Strategies, LLC holds $1,859,529 across 3 Information Technology Services names. BR ranks #2 (23.5% of the industry book) .
All Filings in BR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,418 | 3,194 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $499,138 | 3,072 | Shares | Sole | 2026-07-15 | |
| 2024-06-30 | $1,576 | 8 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||