Lincoln Capital LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1633862 LINCOLN, NE

Position in BAM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$888,074

-$12,483 QoQ

Shares Held

19,801

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#285

of 619 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lincoln Capital LLC holds $3,885,307 across 4 Asset Management names. BAM ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	2,023	$1,945,235
2	BAM	Brookfield Asset Management Ltd. This page	19,801	$888,074
3	BN	BROOKFIELD Corp /ON/	18,278	$778,460
4	TROW	Price T Rowe Group Inc	2,406	$273,538

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$888,074	19,801	-2.3%	Shares	Sole	2026-07-07
2026-03-31	$900,557	20,260	-11.2%	Shares	Sole	2026-05-01
2025-12-31	$1,194,858	22,807	-0.9%	Shares	Sole	2026-01-08
2025-09-30	$1,310,701	23,019	-0.6%	Shares	Sole	2025-11-05
2025-06-30	$1,279,787	23,151	0.0%	Shares	Sole	2025-07-11
2025-03-31	$1,121,665	23,151	+0.9%	Shares	Sole	2025-05-13
2024-12-31	$1,243,172	22,941	-3.8%	Shares	Sole	2025-01-16
2024-09-30	$1,127,393	23,840	-0.8%	Shares	Sole	2024-11-01
2024-06-30	$914,798	24,042	-1.8%	Shares	Sole	2024-07-23
2024-03-31	$1,029,069	24,490	-1.9%	Shares	Sole	2024-04-16
2023-12-31	$1,003,165	24,973	+0.0%	Shares	Sole	2024-01-10
2023-09-30	$832,433	24,968	-0.9%	Shares	Sole	2023-10-11
2023-06-30	$822,112	25,195	-0.6%	Shares	Sole	2023-08-04
2023-03-31	$829,026	25,337	—	Shares	Sole	2023-04-27
No filing history on record for this holder in this stock.