LAFFER TENGLER INVESTMENTS, INC.
Position in BAM — Brookfield Asset Management Ltd.
CIK 1307878
Scottsdale, AZ
Position in BAM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,637,013
+$412,999 QoQ
Shares Held
170,279
+4.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#132
of 619 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LAFFER TENGLER INVESTMENTS, INC. holds $7,637,013 across 1 Asset Management name. BAM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
This page
|
170,279 | $7,637,013 |
All Filings in BAM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,637,013 | 170,279 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,224,014 | 162,520 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,327,338 | 158,949 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,548,743 | 150,136 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,148,256 | 129,310 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,324,041 | 151,167 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,007,818 | 147,773 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,627,746 | 119,005 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,466,613 | 117,388 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,616,821 | 109,872 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $561,255 | 13,972 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $418,550 | 12,554 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||