Legacy Wealth Managment, LLC/ID
Position in BAM — Brookfield Asset Management Ltd.
CIK 2045082
BOISE, ID
Position in BAM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$8,445
-$1,509 QoQ
Shares Held
190
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Legacy Wealth Managment, LLC/ID holds $1,795,152 across 4 Asset Management names.
All Filings in BAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,445 | 190 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,954 | 190 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,818 | 190 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,503 | 190 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,205 | 190 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,296 | 190 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,985 | 190 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||