Position in BAM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,632
+$32 QoQ
Shares Held
81
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#569
of 619 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bravera Wealth holds $484,599 across 5 Asset Management names. BAM ranks #4 (0.7% 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 | $3,632 | 81 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,600 | 81 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,186 | 99 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||