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VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by VisionPoint Advisory 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of BAM by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−3,004−100.0%Sold outHolders
Q2 20243,004$114.3K<0.1%−123−3.9%ReducedHolders
Q1 20243,127$131.4K<0.1%−2,868−47.8%ReducedHolders
Q4 20235,995$240.8K0.1%+131+2.2%AddedHolders
Q3 20235,864$195.5K0.1%+101+1.8%AddedHolders
Q2 20235,763$188.1K0.1%+5,763NewHolders