Third View Private Wealth, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 2083406
WESTPORT, CT
Position in BAM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$786,085
+$89,243 QoQ
Shares Held
17,527
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#293
of 619 holders
Holding Since
Dec 2025
3 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, 2026Third View Private Wealth, LLC holds $22,290,088 across 8 Asset Management names. BAM ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
53,954 | $6,383,297 | |
| 2 | BX |
Blackstone Inc.
|
42,537 | $5,005,328 | |
| 3 | SEIC |
Sei Investments Co
|
34,268 | $3,005,646 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
65,669 | $2,796,842 | |
| 5 | KKR |
KKR & Co. Inc.
|
28,588 | $2,623,806 | |
| 6 | AMP |
Ameriprise Financial Inc
|
2,302 | $1,056,065 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
This page
|
17,527 | $786,085 | |
| 8 | ARES |
Ares Management Corp
|
5,687 | $633,019 |
All Filings in BAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,085 | 17,527 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $696,842 | 15,677 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $482,773 | 9,215 | Shares | Other | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||