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Demars Financial Group, LLC

SEC CIK
0001723115
Latest filing
Jul 21, 2026

BAM holding history

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

Shares (Q2 2026)
22,536
Value
$1.01M
% of portfolio
0.3%
Quarters held
4
Since Q3 2023
Holdings of BAM by Demars Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,536$1.01M0.3%+4,796+27.0%AddedHolders
Q1 202617,740$788.5K0.3%+17,740NewHolders
Q1 20240$00.0%−6,551−100.0%Sold outHolders
Q4 20236,551$263.2K0.1%−109−1.6%ReducedHolders
Q3 20236,660$222.0K0.1%+6,660NewHolders