Brookfield Asset Management shares owned by Athena Wealth Management
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Athena Wealth Management
from 13F filings
Historical chart of Athena Wealth Management investment in Brookfield Asset Management
Tip: Access up to 7 years of quarterly data
All positions including Brookfield Asset Management held by Athena Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brookfield Asset Management by Athena Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $233k | 5.3k | 44.45 |
| 2025-12-31 | $234k | 4.5k | 52.39 |