Position in BAM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,229
+$29 QoQ
Shares Held
72
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 619 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Salomon & Ludwin, LLC holds $1,667,467 across 56 Asset Management names. BAM ranks #49 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
14,738 | $278,106 | |
| 2 | BLK |
BlackRock, Inc.
|
135 | $129,810 | |
| 3 | NTRS |
Northern Trust Corp
|
679 | $118,037 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
3,059 | $92,290 | |
| 5 | BX |
Blackstone Inc.
|
555 | $65,306 | |
| 6 | APO |
Apollo Global Management, Inc.
|
530 | $62,704 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
2,048 | $56,688 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,379 | $53,849 |
All Filings in BAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,229 | 72 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,200 | 72 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,824 | 73 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,156 | 73 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,201 | 76 | Shares | Sole | 2025-07-29 | |
| 2023-12-31 | $3,253 | 81 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,700 | 81 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||