Demars Financial Group, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1723115
SPOKANE VALLEY, WA
Position in BAM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,010,739
+$222,196 QoQ
Shares Held
22,536
+27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#270
of 619 holders
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Demars Financial Group, LLC holds $4,833,152 across 2 Asset Management names. BAM ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
95,014 | $3,822,413 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
This page
|
22,536 | $1,010,739 |
All Filings in BAM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,739 | 22,536 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $788,543 | 17,740 | Shares | Sole | 2026-04-30 | |
| 2023-12-31 | $263,153 | 6,551 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $222,044 | 6,660 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||