Barnes Dennig Private Wealth Management LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 2058270
CINCINNATI, OH
Position in BAM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$986
+$9 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#601
of 619 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Barnes Dennig Private Wealth Management LLC holds $129,387 across 5 Asset Management names. BAM ranks #4 (0.8% of the industry book) .
All Filings in BAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986 | 22 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $977 | 22 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,152 | 22 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||