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Livermore
Livermore
ZHEN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by CIBC Private Wealth Group, LLC, 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 Q4 2025 holdings

Shares (Q4 2025)
352,261
Value
$18.5M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BAM by CIBC Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025352,261$18.5M<0.1%−13,914−3.8%ReducedHolders
Q3 2025366,175$20.9M<0.1%−8,923−2.4%ReducedHolders
Q2 2025375,098$20.7M<0.1%−2,184−0.6%ReducedHolders
Q1 2025377,282$16.2M<0.1%+3,767+1.0%AddedHolders
Q4 2024373,515$20.8M<0.1%−3,498−0.9%ReducedHolders
Q3 2024377,013$17.8M<0.1%−12,990−3.3%ReducedHolders
Q2 2024390,003$14.9M<0.1%−5,974−1.5%ReducedHolders
Q1 2024395,977$16.6M<0.1%−12,081−3.0%ReducedHolders
Q4 2023408,058$16.4M<0.1%−12,463−3.0%ReducedHolders
Q3 2023420,521$14.0M<0.1%−67,928−13.9%ReducedHolders
Q2 2023488,449$15.9M<0.1%+24,924+5.4%AddedHolders
Q1 2023463,525$15.2M<0.1%−14,987−3.1%ReducedHolders
Q4 2022478,512$2.40M<0.1%−1,237,378−72.1%ReducedHolders
Q3 20221,715,890$70.2M0.2%+17,085+1.0%AddedHolders
Q2 20221,698,805$75.5M0.2%+82,013+5.1%AddedHolders
Q1 20221,616,792$91.5M0.2%+76,130+4.9%AddedHolders
Q4 20211,540,662$93.0M0.2%+55,535+3.7%AddedHolders
Q3 20211,485,127$79.5M0.2%+17,564+1.2%AddedHolders
Q2 20211,467,563$74.8M0.2%+79,482+5.7%AddedHolders
Q1 20211,388,081$61.8M0.2%––Holders

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