Back to BAM
Live Oak Private Wealth LLC → BAM
Live Oak Private Wealth LLC BAM Position History
Brookfield Asset Management Ltd. • Financial Services
Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q1 2026 | $1.9M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 33.5K | — | — |
| Q2 2026 | $1.7M | 38.1K | — | — |
| Q1 2026 | $1.9M | 43.1K | — | — |
| Q4 2025 | $2.3M | 43.4K | — | — |
Other funds holding BAM
$64.2B
$62.4B
$59.1B
$57.8B
$50.6B
$50.1B
$5.8B
$5.8B