Brookfield Asset Management Ltd.

Marks Group Wealth Management, Inc BAM

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/11/2026

Shares

119,311

Value ($000)

6,251

Weight

0.6%

2025 Q2 - 2025 Q4 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/11/2026	6,251	0.6%	119,311	12/31/2025
2025 Q3	11/10/2025	8,363	0.8%	146,882	9/30/2025
2025 Q2	7/22/2025	8,950	0.8%	161,906	6/30/2025