Mowery & Schoenfeld Wealth Management, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 2019946
LINCOLNSHIRE, IL
Position in BAM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,749
+$16 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#593
of 619 holders
Holding Since
Mar 2026
2 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $995,636 across 4 Asset Management names. BAM ranks #4 (0.2% of the industry book) .
All Filings in BAM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,749 | 39 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,733 | 39 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||