Hanson & Doremus Investment Management
Position in BAM — Brookfield Asset Management Ltd.
CIK 1393944
BURLINGTON, VT
Position in BAM
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$68,808
+$806 QoQ
Shares Held
1,548
+19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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, 2026Hanson & Doremus Investment Management holds $1,307,388 across 7 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
3,480 | $590,208 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
10,426 | $444,043 | |
| 3 | AMP |
Ameriprise Financial Inc
|
433 | $198,643 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
929 | $31,976 | |
| 5 | KKR |
KKR & Co. Inc.
|
180 | $16,520 | |
| 6 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
1,300 | $15,080 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
930 | $10,918 |
All Filings in BAM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,808 | 1,548 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $68,002 | 1,298 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $73,908 | 1,298 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $71,753 | 1,298 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $62,888 | 1,298 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $70,338 | 1,298 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $61,382 | 1,298 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $49,388 | 1,298 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $73,450 | 1,748 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $70,217 | 1,748 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $58,278 | 1,748 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $57,037 | 1,748 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $8,658 | 302 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||