Smith Salley Wealth Management
Position in BAM — Brookfield Asset Management Ltd.
CIK 1482012
GREENSBORO, NC
Position in BAM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,037,148
+$9,365 QoQ
Shares Held
112,311
-0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#148
of 619 holders
Holding Since
Dec 2022
15 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, 2026Smith Salley Wealth Management holds $40,012,069 across 5 Asset Management names. BAM ranks #2 (12.6% 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 | $5,037,148 | 112,311 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,027,783 | 113,111 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,903,776 | 112,689 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,516,669 | 114,448 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,425,360 | 116,233 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,440,547 | 112,292 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,053,998 | 111,718 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,238,029 | 110,764 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,094,522 | 107,609 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,295,410 | 102,223 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,734,122 | 92,958 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,929,819 | 87,877 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,711,716 | 83,105 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,625,158 | 80,231 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,177,859 | 75,963 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||