Larson Financial Group LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1731061 ST LOUIS, MO

Position in BAM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$60,054

+$1,380 QoQ

Shares Held

1,339

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#484

of 619 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Larson Financial Group LLC holds $27,458,766 across 135 Asset Management names. BAM ranks #33 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	43,028	$3,949,109
2	EOS	Eaton Vance Enhanced Equity Income Fund II	145,361	$3,203,756
3	MAIN	Main Street Capital CORP	61,004	$3,164,887
4	ARCC	Ares Capital Corp	140,341	$2,600,518
5	BX	Blackstone Inc.	17,250	$2,029,807
6	FSK	FS KKR Capital Corp	191,523	$2,010,991
7	PSLV	Sprott Physical Silver Trust	105,572	$1,992,143
8	PHYS	Sprott Physical Gold Trust	55,308	$1,668,642

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,054	1,339	+1.4%	Shares	Sole	2026-08-14
2026-03-31	$58,674	1,320	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$68,630	1,310	-14.7%	Shares	Sole	2026-02-06
2025-09-30	$87,402	1,535	+45.2%	Shares	Sole	2025-11-14
2025-06-30	$58,430	1,057	-3.6%	Shares	Sole	2025-08-08
2025-03-31	$53,149	1,097	+1079.6%	Shares	Sole	2025-05-02
2024-12-31	$5,039	93	+4550.0%	Shares	Sole	2025-02-07
2024-09-30	$94	2	0.0%	Shares	Sole	2024-11-12
2024-06-30	$76	2	-93.1%	Shares	Sole	2024-08-02
2023-12-31	$1,164	29	-44.2%	Shares	Sole	2024-02-01
2023-09-30	$1,733	52	+79.3%	Shares	Sole	2023-11-03
2023-06-30	$946	29	0.0%	Shares	Sole	2023-08-03
2023-03-31	$948	29	0.0%	Shares	Sole	2023-05-04
2022-12-31	$831	29	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.