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Disclosery

Broadway Wealth Solutions, Inc.: MCK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadway Wealth Solutions, Inc. on MCK, newest first. How the timeline and the estimate are built.

Broadway Wealth Solutions, Inc. held 434 MCK shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 434 shares
    Change vs previous 13F +37 shares

    0.15% of the 13F portfolio, value $327,930.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 397 shares
    Change vs previous 13F -27 shares

    0.18% of the 13F portfolio, value $343,548.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 424 shares
    Change vs previous 13F -34 shares

    0.19% of the 13F portfolio, value $347,803.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 458 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $353,823.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).