BAM — BROOKFIELD ASSET MANAGMT LTD

Ownership history in PDS Planning, Inc  ·  2 quarters on record

This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in BROOKFIELD ASSET MANAGMT LTD (BAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,054 +184 +4.8% 0.02% $231K $55.88
2025 Q2 INITIATED 3,870 — — 0.02% $214K $53.86
% of Fund (quarterly)    BAM price (monthly, adj. close)

Other funds also holding BAM

As of 2025 Q4 — sorted by position size

BROOKFIELD Corp /ON/ 3Y 7Y 77.4% GFI Investment Counsel Ltd. 3Y 7Y 16.72% Partners Value Investments L.P. 3Y 7Y 15.07% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 6.68% Broad Run Investment Management, LLC 3Y 7Y 3.92% NewGen Asset Management Ltd 3Y 3.23% America First Investment Advisors, LLC 3Y 7Y 2.77% Douglass Winthrop Advisors, LLC 3Y 7Y 2.09% Blue Zone Wealth Advisors, LLC 3Y 1.81% Tacita Capital Inc 3Y 1.68%
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