Brookfield Asset Management shares owned by Creative Planning
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Brookfield Asset Management
Tip: Access up to 7 years of quarterly data
All positions including Brookfield Asset Management held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Brookfield Asset Management by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 147k | 56.94 |
| 2025-06-30 | $6.9M | 125k | 55.28 |
| 2025-03-31 | $4.7M | 96k | 48.45 |
| 2024-12-31 | $4.5M | 83k | 54.19 |
| 2024-09-30 | $3.3M | 71k | 47.29 |
| 2024-06-30 | $2.6M | 68k | 38.05 |
| 2024-03-31 | $3.0M | 72k | 42.02 |
| 2023-12-31 | $3.1M | 77k | 40.17 |
| 2023-09-30 | $2.6M | 78k | 33.34 |
| 2023-06-30 | $3.0M | 92k | 32.63 |
| 2023-03-31 | $2.6M | 80k | 32.72 |
| 2022-12-31 | $2.3M | 81k | 28.67 |