Thrive Wealth Management, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1847610 AUDUBON, PA

Position in BAM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$269,100

New position

Shares Held

6,000

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#412

of 619 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $7,224,443 across 4 Asset Management names. BAM ranks #2 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEIC	Sei Investments Co	73,935	$6,484,838
2	BAM	Brookfield Asset Management Ltd. This page	6,000	$269,100
3	BLK	BlackRock, Inc.	260	$250,005
4	GDV	Gabelli Dividend & Income Trust	7,500	$220,500

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,100	6,000	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.