Lord & Richards Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2045252
HIGHLANDS RANCH, CO
Position in BR
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$617,097
-$220,456 QoQ
Shares Held
3,798
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $617,097 | 3,798 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $837,553 | 3,753 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,473,554 | 6,187 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,337,635 | 5,504 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,211,812 | 4,998 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $538,770 | 2,383 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||