FLAGSHIP WEALTH ADVISORS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2036117
WAKEFIELD, MA
Position in BR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,695
-$2,553 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#898
of 1,006 holders
Holding Since
Dec 2024
7 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $793,960 across 4 Information Technology Services names. BR ranks #2 (1.7% of the industry book) .
All Filings in BR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,695 | 100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,248 | 100 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $22,317 | 100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $23,817 | 100 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $24,303 | 100 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $24,246 | 100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $22,609 | 100 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||