Anchor Investment Management, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1634149 COLUMBIA, SC

Position in BAM

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$73,209

-$13,077 QoQ

Shares Held

1,647

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Anchor Investment Management, LLC holds $13,051,420 across 45 Asset Management names. BAM ranks #17 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GBDC	GOLUB CAPITAL BDC, Inc.	239,802	$3,035,893
2	TROW	Price T Rowe Group Inc	30,353	$2,736,019
3	BTT	BlackRock Municipal 2030 Target Term Trust	73,325	$1,664,477
4	SOR	Source Capital /De/	31,977	$1,481,174
5	BX	Blackstone Inc.	8,700	$1,000,413
6	BLK	BlackRock, Inc.	720	$692,431
7	BN	BROOKFIELD Corp /ON/	9,945	$402,474
8	NIM	Nuveen Select Maturities Municipal Fund	31,553	$298,175

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$73,209	1,647	0.0%	Shares	Sole	2026-05-01
2025-12-31	$86,286	1,647	-6.4%	Shares	Sole	2026-02-26
2025-09-30	$100,157	1,759	0.0%	Shares	Sole	2025-11-14
2025-06-30	$97,237	1,759	-3.1%	Shares	Sole	2025-08-19
2025-03-31	$87,936	1,815	-1.5%	Shares	Sole	2025-05-20
2024-12-31	$99,872	1,843	0.0%	Shares	Sole	2025-02-13
2024-09-30	$87,155	1,843	0.0%	Shares	Sole	2024-11-21
2024-06-30	$70,126	1,843	-36.8%	Shares	Sole	2024-09-20
2024-03-31	$122,446	2,914	-1.7%	Shares	Sole	2024-05-15
2023-12-31	$119,063	2,964	-1.1%	Shares	Sole	2024-01-02
2023-09-30	$99,953	2,998	0.0%	Shares	Sole	2024-01-02
2023-06-30	$97,824	2,998	-30.3%	Shares	Sole	2024-01-02
2023-03-31	$140,794	4,303	-9.1%	Shares	Sole	2024-01-02
2022-12-31	$135,752	4,735	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.