HERITAGE INVESTORS MANAGEMENT CORP
Position in BAM — Brookfield Asset Management Ltd.
CIK 937589
BETHESDA, MD
Position in BAM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$221,917
+$1,979 QoQ
Shares Held
4,948
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#443
of 619 holders
Holding Since
Mar 2024
9 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, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $55,458,537 across 5 Asset Management names. BAM ranks #5 (0.4% of the industry book) .
All Filings in BAM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,917 | 4,948 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $219,938 | 4,948 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $259,225 | 4,948 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $281,739 | 4,948 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $273,525 | 4,948 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $239,730 | 4,948 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $268,132 | 4,948 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $233,990 | 4,948 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $207,914 | 4,948 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||