Brookfield Asset Management shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 44k | 56.94 |
| 2025-06-30 | $2.4M | 44k | 55.28 |
| 2025-03-31 | $2.1M | 44k | 48.45 |
| 2024-12-31 | $2.4M | 44k | 54.19 |
| 2024-09-30 | $2.1M | 45k | 47.29 |
| 2024-06-30 | $1.8M | 47k | 38.05 |
| 2024-03-31 | $2.0M | 48k | 42.02 |
| 2023-12-31 | $2.0M | 50k | 40.17 |
| 2023-09-30 | $2.0M | 59k | 33.34 |
| 2023-06-30 | $1.9M | 58k | 32.63 |
| 2023-03-31 | $1.9M | 58k | 32.72 |
| 2022-12-31 | $1.5M | 52k | 28.67 |