MOSELEY INVESTMENT MANAGEMENT INC
Position in BAM — Brookfield Asset Management Ltd.
CIK 906396
BRADENTON, FL
Position in BAM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$224,828
-$40,160 QoQ
Shares Held
5,058
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026MOSELEY INVESTMENT MANAGEMENT INC holds $4,133,542 across 7 Asset Management names. BAM ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
38,687 | $1,565,662 | |
| 2 | BX |
Blackstone Inc.
|
11,486 | $1,320,775 | |
| 3 | BLK |
BlackRock, Inc.
|
321 | $308,708 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
7,900 | $279,976 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
|
13,275 | $227,268 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
This page
|
5,058 | $224,828 | |
| 7 | RJF |
Raymond James Financial Inc
|
1,425 | $206,325 |
All Filings in BAM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,828 | 5,058 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $264,988 | 5,058 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $330,878 | 5,811 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $321,232 | 5,811 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $281,542 | 5,811 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $314,898 | 5,811 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $274,802 | 5,811 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $221,108 | 5,811 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $244,178 | 5,811 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $233,427 | 5,811 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||