DHJJ Financial Advisors, Ltd.
Position in BAM — Brookfield Asset Management Ltd.
CIK 1844716
NAPERVILLE, IL
Position in BAM
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$44,494
-$7,948 QoQ
Shares Held
1,001
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026DHJJ Financial Advisors, Ltd. holds $362,392 across 30 Asset Management names. BAM ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
3,719 | $150,507 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
This page
|
1,001 | $44,494 | |
| 3 | BX |
Blackstone Inc.
|
322 | $37,026 | |
| 4 | BLK |
BlackRock, Inc.
|
30 | $28,851 | |
| 5 | ARCC |
Ares Capital Corp
|
1,129 | $20,344 | |
| 6 | SEIC |
Sei Investments Co
|
235 | $18,440 | |
| 7 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
1,414 | $14,705 | |
| 8 | GAIN |
Gladstone Investment Corporation\De
|
1,005 | $14,271 |
All Filings in BAM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,494 | 1,001 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $52,442 | 1,001 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $56,996 | 1,001 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $55,335 | 1,001 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $48 | 1 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $54 | 1 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $47 | 1 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $38 | 1 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $42 | 1 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $40 | 1 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $33 | 1 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||