Motley Fool Asset Management LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1512814 ALEXANDRIA, VA

Position in BAM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$7,588,978

-$263,025 QoQ

Shares Held

169,208

-4.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#133

of 619 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Motley Fool Asset Management LLC holds $7,588,978 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	169,208	$7,588,978

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,588,978	169,208	-4.2%	Shares	Sole	2026-08-06
2026-03-31	$7,852,003	176,648	-4.4%	Shares	Sole	2026-05-12
2025-12-31	$9,683,348	184,832	-3.7%	Shares	Sole	2026-02-11
2025-09-30	$10,926,786	191,900	-3.9%	Shares	Sole	2025-11-14
2025-06-30	$11,040,079	199,712	-1.8%	Shares	Sole	2025-08-01
2025-03-31	$9,856,280	203,432	-3.4%	Shares	Sole	2025-05-12
2024-12-31	$11,406,995	210,500	-18.8%	Shares	Sole	2025-02-12
2024-09-30	$12,264,850	259,354	-3.3%	Shares	Sole	2024-11-14
2024-06-30	$10,204,210	268,179	+383.5%	Shares	Sole	2024-08-08
2024-03-31	$2,330,849	55,470	-3.6%	Shares	Sole	2024-05-16
2023-12-31	$2,310,417	57,516	-50.6%	Shares	Sole	2024-02-02
2023-09-30	$3,884,776	116,520	+94.4%	Shares	Sole	2023-11-13
2023-06-30	$1,955,646	59,934	-2.4%	Shares	Sole	2023-08-09
2023-03-31	$2,009,727	61,422	-2.2%	Shares	Sole	2023-05-10
2022-12-31	$1,800,963	62,817	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.