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Livermore
Livermore
ZHEN

IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by IFP Advisors, Inc, 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)
582
Value
$26.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BAM by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026582$26.1K<0.1%−413−41.5%ReducedHolders
Q1 2026995$44.2K<0.1%+421+73.3%AddedHolders
Q4 2025574$30.1K<0.1%−13−2.2%ReducedHolders
Q3 2025587$33.4K<0.1%+3+0.5%AddedHolders
Q2 2025584$32.3K<0.1%+5+0.9%AddedHolders
Q1 2025579$28.1K<0.1%+11+1.9%AddedHolders
Q4 2024568$30.8K<0.1%+8+1.4%AddedHolders
Q3 2024560$26.5K<0.1%+112+25.0%AddedHolders
Q2 2024448$17.0K<0.1%+448NewHolders
Q4 20230$00.0%−2,768−100.0%Sold outHolders
Q3 20232,768$92.3K<0.1%−112−3.9%ReducedHolders
Q2 20232,880$92.2K<0.1%−377−11.6%ReducedHolders
Q1 20233,257$104.2K<0.1%−14,015−81.1%ReducedHolders
Q4 202217,272$684.0K<0.1%+3,205+22.8%AddedHolders
Q3 202214,067$580.0K<0.1%+36+0.3%AddedHolders
Q2 202214,031$576.0K<0.1%−13,638−49.3%ReducedHolders
Q1 202227,669$1.12M<0.1%+14,370+108.1%AddedHolders
Q4 202113,299$802.0K<0.1%−83−0.6%ReducedHolders
Q3 202113,382$714.0K<0.1%−225−1.7%ReducedHolders
Q2 202113,607$692.0K<0.1%−150−1.1%ReducedHolders
Q1 202113,757$614.0K<0.1%––Holders

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