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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAM overviewAll 13F holders of BAMFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of BAM by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−26,916−100.0%Sold outHolders
Q3 202326,916$897.4K<0.1%+26,916NewHolders
Q1 20230$00.0%−65,313−100.0%Sold outHolders
Q4 202265,313$1.87M0.1%−494,234−88.3%ReducedHolders
Q3 2022559,547$22.9M1.1%−10,201−1.8%ReducedHolders
Q2 2022569,748$25.3M1.1%+10,229+1.8%AddedHolders
Q1 2022559,519$31.7M1.1%+12,326+2.3%AddedHolders
Q4 2021547,193$33.0M1.1%−1,230−0.2%ReducedHolders
Q3 2021548,423$29.3M1.1%−4,318−0.8%ReducedHolders
Q2 2021552,741$28.2M1.1%−1,424−0.3%ReducedHolders
Q1 2021554,165$24.7M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.