Clear Trail Advisors, LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 2097856
HOUSTON, TX
Position in BAM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$636,331
+$4,786 QoQ
Shares Held
14,188
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#61
of 179 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, 2026Clear Trail Advisors, LLC holds $3,038,845 across 4 Asset Management names. BAM ranks #2 (20.9% 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 | $636,331 | 14,188 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $631,545 | 14,208 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $698,253 | 13,328 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||