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Livermore
Livermore
ZHEN

Websterrogers Financial Advisors, LLC

SEC CIK
0001841757
Latest filing
Jul 15, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Websterrogers Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of BR by Websterrogers Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−2,223−100.0%Sold outHolders
Q4 20232,223$457.4K0.2%−987−30.7%ReducedHolders
Q3 20233,210$574.8K0.3%00.0%UnchangedHolders
Q2 20233,210$531.7K0.2%00.0%UnchangedHolders
Q1 20233,210$470.5K0.2%00.0%UnchangedHolders
Q4 20223,210$430.6K0.2%00.0%UnchangedHolders
Q3 20223,210$463.0K0.2%00.0%UnchangedHolders
Q2 20223,210$458.0K0.2%−102−3.1%ReducedHolders
Q1 20223,312$518.0K0.3%+102+3.2%AddedHolders
Q4 20213,210$587.0K0.1%+3,210NewHolders