Winthrop Capital Management, LLC

Position in BAM — Brookfield Asset Management Ltd.

CIK 2010657 Carmel, IN

Position in BAM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1

New position

Shares Held

25

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#619

of 619 holders

Holding Since

Jun 2026

1 quarter on record

Financial Services · as of Jun 30, 2026

Winthrop Capital Management, LLC holds $128,803 across 5 Asset Management names. BAM ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	822	$93,453
2	TYG	Tortoise Energy Infrastructure Corp	460	$19,720
3	CGBD	Carlyle Secured Lending, Inc.	1,000	$10,530
4	VCX	Fundrise Innovation Fund, LLC	59	$5,099
5	BAM	Brookfield Asset Management Ltd. This page	25	$1

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1	25	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.