Hendershot Investments Inc.
Position in BAM — Brookfield Asset Management Ltd.
CIK 1541496
CENTREVILLE, VA
Position in BAM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$321,036
+$2,863 QoQ
Shares Held
7,158
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#397
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, 2026Hendershot Investments Inc. holds $2,087,728 across 3 Asset Management names. BAM ranks #3 (15.4% of the industry book) .
All Filings in BAM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,036 | 7,158 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $318,173 | 7,158 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $375,007 | 7,158 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $407,576 | 7,158 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $395,694 | 7,158 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $346,805 | 7,158 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $387,892 | 7,158 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $365,930 | 7,738 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $358,887 | 9,432 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $515,165 | 12,260 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $492,484 | 12,260 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $418,450 | 12,551 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $413,324 | 12,667 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $421,858 | 12,893 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $429,390 | 14,977 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||