Legacy Bridge, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1689144
WEST DES MOINES, IA
Position in BAM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$40,405
-$7,217 QoQ
Shares Held
909
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Legacy Bridge, LLC holds $1,922,179 across 5 Asset Management names. BAM ranks #4 (2.1% of the industry book) .
All Filings in BAM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,405 | 909 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,622 | 909 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $51,758 | 909 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $50,249 | 909 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $44,041 | 909 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $73,860 | 1,363 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $64,456 | 1,363 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $51,862 | 1,363 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||