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Creative Planning BAM Position History
Brookfield Asset Management Ltd. • Financial Services
Quarters held
8
Latest value
$7.4M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $182K |
| Q3 2025 | $8.2M |
| Q4 2025 | $7.8M |
| Q1 2026 | $6.2M |
| Q2 2026 | $122K |
| Q2 2026 | $7.3M |
| Q3 2026 | $248K |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 165.9K | — | — |
| Q3 2026 | $248K | 5.6K | — | — |
| Q2 2026 | $7.3M | 163.1K | — | — |
| Q2 2026 | $122K | 2.7K | — | — |
| Q1 2026 | $6.2M | 138.7K | — | — |
| Q4 2025 | $7.8M | 149.5K | — | — |
| Q3 2025 | $8.2M | 143.9K | — | — |
| Q3 2025 | $182K | 3.2K | — | — |
Other funds holding BAM
$64.2B
$62.4B
$59.1B
$57.8B
$50.6B
$50.1B
$5.8B
$5.8B