Scarborough Advisors, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1815355
ANNAPOLIS, MD
Position in BAM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,578
+$249 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
2 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, 2026Scarborough Advisors, LLC holds $5,816,391 across 4 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
119,526 | $2,719,216 | |
| 2 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
169,362 | $1,881,611 | |
| 3 | MHD |
Blackrock Muniholdings Fund, Inc.
|
76,710 | $912,849 | |
| 4 | MMD |
NYLI MacKay DefinedTerm Muni Opportunities Fund
|
19,530 | $302,715 |
All Filings in BAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,578 | 58 | Shares | Sole | 2026-05-07 | |
| 2023-12-31 | $2,329 | 58 | Shares | Sole | 2024-02-29 | |
| No filing history on record for this holder in this stock. | ||||||