Capital Advisors Wealth Management, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1824700
YAKIMA, WA
Position in BAM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$403,829
+$3,913 QoQ
Shares Held
9,004
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#369
of 619 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $2,353,547 across 3 Asset Management names. BAM ranks #3 (17.2% of the industry book) .
All Filings in BAM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,829 | 9,004 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $399,916 | 8,997 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $471,719 | 9,004 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $808,377 | 14,197 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $784,810 | 14,197 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $687,844 | 14,197 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $769,335 | 14,197 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $671,376 | 14,197 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $538,597 | 14,155 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||