Motley Fool Wealth Management, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1607978
ALEXANDRIA, VA
Position in BAM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,397,660
-$3,682,502 QoQ
Shares Held
98,935
-35.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,397,660 | 98,935 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,080,162 | 154,231 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,496,832 | 184,349 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,596,638 | 209,780 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,665,314 | 261,410 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $16,105,376 | 297,202 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,360,075 | 324,806 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,607,022 | 357,609 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,260,071 | 101,382 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,099,348 | 102,050 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,435,053 | 103,031 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,346,075 | 102,546 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,387,010 | 103,515 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,002,781 | 104,736 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||