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Livermore
Livermore
ZHEN

Schneider Downs Wealth Management Advisors, LP

SEC CIK
0001665359
Latest filing
Aug 5, 2026

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by Schneider Downs Wealth Management Advisors, LP, 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)
7,149
Value
$320.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAM by Schneider Downs Wealth Management Advisors, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,149$320.6K<0.1%00.0%UnchangedHolders
Q1 20267,149$317.8K<0.1%00.0%UnchangedHolders
Q4 20257,149$374.5K<0.1%00.0%UnchangedHolders
Q3 20257,149$407.1K<0.1%00.0%UnchangedHolders
Q2 20257,149$395.2K0.1%00.0%UnchangedHolders
Q1 20257,149$346.4K0.1%00.0%UnchangedHolders
Q4 20247,149$387.4K0.1%−1,179−14.2%ReducedHolders
Q3 20248,328$393.8K0.1%−219−2.6%ReducedHolders
Q2 20248,547$325.2K0.1%00.0%UnchangedHolders
Q1 20248,547$359.1K0.1%+483+6.0%AddedHolders
Q4 20238,064$323.9K0.1%00.0%UnchangedHolders
Q3 20238,064$268.9K0.1%00.0%UnchangedHolders
Q2 20238,064$263.1K0.1%00.0%UnchangedHolders
Q1 20238,064$263.9K0.1%00.0%UnchangedHolders
Q4 20228,064$231.2K0.1%−24,236−75.0%ReducedHolders
Q3 202232,300$1.32M0.4%00.0%UnchangedHolders
Q2 202232,300$1.44M0.4%+34+0.1%AddedHolders
Q1 202232,266$1.82M0.5%−20−0.1%ReducedHolders
Q4 202132,286$1.95M0.5%+25+0.1%AddedHolders
Q3 202132,261$1.73M0.4%+140.0%AddedHolders
Q2 202132,247$1.64M0.4%+140+0.4%AddedHolders
Q1 202132,107$1.43M0.3%––Holders

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