Brookfield Asset Management shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 6.6k | 56.94 |
| 2025-06-30 | $368k | 6.6k | 55.28 |
| 2025-03-31 | $323k | 6.7k | 48.45 |
| 2024-12-31 | $362k | 6.7k | 54.19 |
| 2024-09-30 | $466k | 9.9k | 47.29 |
| 2024-06-30 | $375k | 9.8k | 38.05 |
| 2024-03-31 | $414k | 9.8k | 42.02 |
| 2023-12-31 | $436k | 11k | 40.17 |
| 2023-09-30 | $362k | 11k | 33.34 |
| 2023-06-30 | $623k | 19k | 32.63 |
| 2023-03-31 | $628k | 19k | 32.72 |
| 2022-12-31 | $5.2M | 182k | 28.67 |