Rezny Wealth Management, Inc.
Position in BAM — Brookfield Asset Management Ltd.
CIK 1535859
Fort Myers, FL
Position in BAM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,818,582
-$206,501 QoQ
Shares Held
40,913
+5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
All Filings in BAM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,818,582 | 40,913 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,025,083 | 38,654 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $2,121,701 | 38,381 | Shares | Sole | 2025-07-16 | |
| 2024-09-30 | $1,738,285 | 36,758 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,286,851 | 33,820 | Shares | Sole | 2024-07-24 | |
| 2023-09-30 | $1,013,702 | 30,405 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||