Skip to main content

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

BN holding history

BROOKFIELD Corp in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BN overviewAll 13F holders of BNFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2023
Holdings of BN by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−6,968−100.0%Sold outHolders
Q1 20256,968$365.2K<0.1%+3,315+90.7%AddedHolders
Q4 20243,653$209.9K<0.1%+3,653NewHolders
Q2 20240$00.0%−6,473−100.0%Sold outHolders
Q1 20246,473$271.0K<0.1%−179−2.7%ReducedHolders
Q4 20236,652$266.9K<0.1%+6,652NewHolders