TRAPHAGEN INVESTMENT ADVISORS LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2023380
ORADELL, NJ
Position in BR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$226,659
-$84,439 QoQ
Shares Held
1,395
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $1,014,886 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,609 | $1,014,886 |
All Filings in BR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,659 | 1,395 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $311,098 | 1,394 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $340,821 | 1,431 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $350,935 | 1,444 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $350,112 | 1,444 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $300,021 | 1,327 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $285,344 | 1,327 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $261,419 | 1,327 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $271,644 | 1,326 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $258,010 | 1,254 | Shares | Sole | 2024-06-17 | |
| 2023-09-30 | $224,528 | 1,254 | Shares | Sole | 2024-06-17 | |
| 2023-06-30 | $207,700 | 1,254 | Shares | Sole | 2024-06-17 | |
| No filing history on record for this holder in this stock. | ||||||