Brookfield Asset Management shares owned by Herold Advisors
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $643k | 11k | 56.93 |
| 2025-06-30 | $707k | 13k | 55.24 |
| 2025-03-31 | $619k | 13k | 48.41 |
| 2024-12-31 | $694k | 13k | 54.21 |
| 2024-09-30 | $606k | 13k | 47.33 |
| 2024-06-30 | $489k | 13k | 38.06 |
| 2024-03-31 | $598k | 14k | 42.05 |
| 2023-12-31 | $598k | 15k | 40.37 |
| 2023-09-30 | $496k | 15k | 33.48 |
| 2023-06-30 | $484k | 15k | 32.68 |
| 2023-03-31 | $485k | 15k | 32.72 |
| 2022-12-31 | $424k | 15k | 28.62 |