Ervin Investment Management, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1907802 SEATTLE, WA

Position in BN

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$9,895,701

+$461,173 QoQ

Shares Held

232,348

-0.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

7.05%

of 13F equity value

Holder Rank

#219

of 931 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ervin Investment Management, LLC holds $11,281,879 across 2 Asset Management names. BN ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BN	BROOKFIELD Corp /ON/ This page	232,348	$9,895,701
2	BAM	Brookfield Asset Management Ltd.	30,907	$1,386,178

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,895,701	232,348	-0.3%	Shares	Sole	2026-07-14
2026-03-31	$9,434,528	233,124	+0.0%	Shares	Sole	2026-04-08
2025-12-31	$10,697,188	233,105	+48.0%	Shares	Sole	2026-01-23
2025-09-30	$10,805,053	157,554	-0.6%	Shares	Sole	2025-10-07
2025-06-30	$9,807,051	158,562	-3.0%	Shares	Sole	2025-07-22
2025-03-31	$8,565,104	163,425	+1.2%	Shares	Sole	2025-04-09
2024-12-31	$9,274,153	161,430	-2.2%	Shares	Sole	2025-01-16
2024-09-30	$8,768,731	164,981	+0.1%	Shares	Sole	2024-10-16
2024-06-30	$6,845,617	164,796	-0.6%	Shares	Sole	2024-07-22
2024-03-31	$6,941,200	165,780	-0.0%	Shares	Sole	2024-04-15
2023-12-31	$6,654,191	165,857	+1.8%	Shares	Sole	2024-01-11
2023-09-30	$5,095,892	162,964	+0.5%	Shares	Sole	2023-10-16
2023-06-30	$5,456,373	162,151	+2.2%	Shares	Sole	2023-07-26
2023-03-31	$5,170,444	158,651	+1.9%	Shares	Sole	2023-04-14
2022-12-31	$4,898,125	155,694	—	Shares	Sole	2023-04-14
No filing history on record for this holder in this stock.