EverSource Wealth Advisors, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1710537 BIRMINGHAM, AL

Position in BAM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$59,782

+$11,796 QoQ

Shares Held

1,333

+45.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#485

of 619 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. BAM ranks #54 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	254,392	$30,097,113
2	KKR	KKR & Co. Inc.	108,313	$9,940,961
3	BX	Blackstone Inc.	63,714	$7,497,219
4	PSLV	Sprott Physical Silver Trust	167,767	$3,165,763
5	PHYS	Sprott Physical Gold Trust	82,485	$2,488,572
6	CEF	Sprott Physical Gold & Silver Trust	29,499	$1,186,744
7	BLK	BlackRock, Inc.	1,156	$1,111,559
8	AMP	Ameriprise Financial Inc	1,713	$785,851

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,782	1,333	+45.5%	Shares	Sole	2026-07-24
2025-12-31	$47,986	916	-53.6%	Shares	Sole	2026-02-06
2025-09-30	$112,399	1,974	+114.3%	Shares	Sole	2025-11-10
2025-06-30	$50,912	921	-44.4%	Shares	Sole	2025-08-13
2025-03-31	$80,232	1,656	+2.2%	Shares	Sole	2025-05-13
2024-12-31	$87,840	1,621	+2.3%	Shares	Sole	2025-02-10
2024-09-30	$74,953	1,585	-53.5%	Shares	Sole	2024-11-08
2024-06-30	$129,710	3,409	-7.4%	Shares	Sole	2024-08-13
2023-12-31	$147,823	3,680	+87.8%	Shares	Sole	2024-02-09
2023-09-30	$65,344	1,960	+3.4%	Shares	Sole	2023-11-03
2023-06-30	$61,832	1,895	+1062.6%	Shares	Sole	2023-08-04
2023-03-31	$5,332	163	+139.7%	Shares	Sole	2023-05-11
2022-12-31	$1,948	68	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.