Equity Wealth Partners, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 2097037
Independence, MO
Position in BAM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$527,211
-$4,233 QoQ
Shares Held
11,755
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#339
of 619 holders
Holding Since
Sep 2025
4 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, 2026Equity Wealth Partners, LLC holds $2,013,134 across 2 Asset Management names. BAM ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
3,239 | $1,485,923 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
This page
|
11,755 | $527,211 |
All Filings in BAM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,211 | 11,755 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $531,444 | 11,956 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $695,896 | 13,283 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $710,155 | 12,472 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||