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Livermore
Livermore
ZHEN

LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by LPL Financial 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 Q2 2026 holdings

Shares (Q2 2026)
59,085
Value
$2.65M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAM by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,085$2.65M<0.1%+3,329+6.0%AddedHolders
Q1 202655,756$2.48M<0.1%−21,314−27.7%ReducedHolders
Q4 202577,070$4.04M<0.1%+9,869+14.7%AddedHolders
Q3 202567,201$3.83M<0.1%+2,940+4.6%AddedHolders
Q2 202564,261$3.55M<0.1%+8,907+16.1%AddedHolders
Q1 202555,354$2.68M<0.1%+3,173+6.1%AddedHolders
Q4 202452,181$2.83M<0.1%+5,934+12.8%AddedHolders
Q3 202446,247$2.19M<0.1%+8,435+22.3%AddedHolders
Q2 202437,812$1.44M<0.1%+4,457+13.4%AddedHolders
Q1 202433,355$1.40M<0.1%−2,339−6.6%ReducedHolders
Q4 202335,694$1.43M<0.1%−1,809−4.8%ReducedHolders
Q3 202337,503$1.25M<0.1%−3,725−9.0%ReducedHolders
Q2 202341,228$1.35M<0.1%−2,064−4.8%ReducedHolders
Q1 202343,292$1.42M<0.1%+12,105+38.8%AddedHolders
Q4 202231,187$894.1K<0.1%−58,636−65.3%ReducedHolders
Q3 202289,823$3.67M<0.1%−38,214−29.8%ReducedHolders
Q2 2022128,037$5.69M<0.1%+7,275+6.0%AddedHolders
Q1 2022120,762$6.83M<0.1%+21,791+22.0%AddedHolders
Q4 202198,971$5.98M<0.1%+10,745+12.2%AddedHolders
Q3 202188,226$4.72M<0.1%+10,267+13.2%AddedHolders
Q2 202177,959$3.97M<0.1%+11,345+17.0%AddedHolders
Q1 202166,614$2.96M<0.1%––Holders

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