CULBERTSON A N & CO INC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1224890
Charlottesville, VA
Position in BAM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,103,579
+$529,463 QoQ
Shares Held
24,606
+90.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#261
of 619 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CULBERTSON A N & CO INC holds $16,333,475 across 4 Asset Management names. BAM ranks #4 (6.8% of the industry book) .
All Filings in BAM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,103,579 | 24,606 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $574,116 | 12,916 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $696,525 | 13,295 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $766,583 | 13,463 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $757,778 | 13,708 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $683,387 | 14,105 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $764,349 | 14,105 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $667,025 | 14,105 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $571,587 | 15,022 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $636,182 | 15,140 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $643,282 | 16,014 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $560,011 | 16,797 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $583,457 | 17,881 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $688,919 | 21,055 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $624,088 | 21,768 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||