Basecamp Wealth Advisors LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2115254
BELLEVUE, WA
Position in BR
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$90,013
-$32,060 QoQ
Shares Held
554
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Basecamp Wealth Advisors LLC holds $1,422,076 across 29 Information Technology Services names. BR ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,598 | $387,339 | |
| 2 | ACN |
Accenture plc
|
1,399 | $277,407 | |
| 3 | INFY |
Infosys Ltd
|
8,095 | $109,363 | |
| 4 | WIT |
Wipro Ltd
|
47,659 | $101,037 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
554 | $90,013 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
546 | $86,289 | |
| 7 | GDS |
GDS Holdings Ltd
|
1,360 | $54,794 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
332 | $51,632 |
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,013 | 554 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $122,073 | 547 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||