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KRAEMATON INVESTMENT ADVISORS, INC

Position in BAM — Brookfield Asset Management Ltd.

CIK 1910852 BRAINTREE, MA

Position in BAM

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$518,466
-$15,645 QoQ
Shares Held
11,560
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#343
of 619 holders
Holding Since
Dec 2022
15 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, 2026

KRAEMATON INVESTMENT ADVISORS, INC holds $1,995,781 across 3 Asset Management names. BAM ranks #3 (26.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BAM
Brookfield Asset Management Ltd.
This page
11,560 $518,466

All Filings in BAM

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $518,466 11,560
2026-03-31 $534,111 12,016
2025-12-31 $632,504 12,073
2025-09-30 $674,112 11,839
2025-06-30 $595,476 10,772
2025-03-31 $520,885 10,751
2024-12-31 $581,404 10,729
2024-09-30 $506,523 10,711
2024-06-30 $423,915 11,141
2024-03-31 $467,094 11,116
2023-12-31 $448,016 11,153
2023-09-30 $371,174 11,133
2023-06-30 $384,870 11,795
2023-03-31 $391,004 11,950
2022-12-31 $66,858 2,332