Frank, Rimerman Advisors LLC

SEC CIK: 0001977560
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BAM holding history

Brookfield Asset Management Ltd. in every 13F filed by Frank, Rimerman Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAM overview All 13F holders of BAM Full Q2 2026 holdings

Shares (Q2 2026): 8,857
Value: $397.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of BAM by Frank, Rimerman Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,857	$397.2K	<0.1%	−241−2.6%	Reduced	Holders
Q1 2026	9,098	$404.4K	<0.1%	+9,098	New	Holders