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Disclosery

Broadway Wealth Solutions, Inc.: V position timeline

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

Broadway Wealth Solutions, Inc. held 1,179 V 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 1,179 shares
    Change vs previous 13F +49 shares

    0.19% of the 13F portfolio, value $404,532.

    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 1,130 shares
    Change vs previous 13F +100 shares

    0.18% of the 13F portfolio, value $341,507.

    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 1,030 shares
    Change vs previous 13F -193 shares

    0.19% of the 13F portfolio, value $361,158.

    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 1,223 shares
    Change vs previous 13F +37 shares

    0.23% of the 13F portfolio, value $417,395.

    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).

  5. period ended2025-06-30
    13F 1,186 shares
    Change vs previous 13F -42 shares

    0.26% of the 13F portfolio, value $420,936.

    13F-HR 0001667731-25-000869 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).

  6. period ended2025-03-31
    13F 1,228 shares
    Change vs previous 13F -97 shares

    0.31% of the 13F portfolio, value $430,529.

    13F-HR 0001667731-25-000426 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).

  7. period ended2024-12-31
    13F 1,325 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $418,837.

    13F-HR 0001667731-25-000240 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).