BURLING WEALTH PARTNERS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2054946
CHICAGO, IL
Position in BR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$288,889
-$708,904 QoQ
Shares Held
1,778
-60.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $576,761 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,051 | $576,761 |
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,889 | 1,778 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $997,793 | 4,471 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,116,540 | 4,688 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,189,145 | 4,893 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,530,649 | 6,313 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,525,655 | 6,748 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||