Salvus Wealth Management, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1809236 RED BANK, NJ

Position in BAM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$407,417

-$32,949 QoQ

Shares Held

9,084

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#367

of 619 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

Salvus Wealth Management, LLC holds $5,199,668 across 4 Asset Management names. BAM ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	68,596	$2,921,503
2	BLK	BlackRock, Inc.	1,599	$1,537,534
3	BAM	Brookfield Asset Management Ltd. This page	9,084	$407,417
4	APAM	Artisan Partners Asset Management Inc.	9,650	$333,214

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,417	9,084	-8.3%	Shares	Sole	2026-07-10
2026-03-31	$440,366	9,907	-0.3%	Shares	Sole	2026-04-10
2025-12-31	$520,494	9,935	+0.7%	Shares	Sole	2026-01-12
2025-09-30	$561,940	9,869	-4.9%	Shares	Sole	2025-10-14
2025-06-30	$573,474	10,374	-1.8%	Shares	Sole	2025-07-14
2025-03-31	$511,874	10,565	+0.2%	Shares	Sole	2025-04-10
2024-12-31	$571,541	10,547	-1.1%	Shares	Sole	2025-01-15
2024-09-30	$504,111	10,660	-0.3%	Shares	Sole	2024-10-07
2024-06-30	$406,678	10,688	-2.0%	Shares	Sole	2024-07-17
2024-03-31	$458,270	10,906	-0.8%	Shares	Sole	2024-04-12
2023-12-31	$441,588	10,993	-54.1%	Shares	Sole	2024-01-09
2023-09-30	$798,626	23,954	+0.2%	Shares	Sole	2023-10-11
2023-06-30	$779,857	23,900	+0.1%	Shares	Sole	2023-07-14
2023-03-31	$781,386	23,881	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.