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Disclosery

Adalta Capital Management LLC: BAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adalta Capital Management LLC on BAM, newest first. How the timeline and the estimate are built.

Adalta Capital Management LLC held 29,990 BAM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,990 shares
    Change vs previous 13F -1,481 shares

    0.59% of the 13F portfolio, value $1,345,051.

    13F-HR 0001698926-26-000003 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,471 shares
    Change vs previous 13F -10,707 shares

    0.67% of the 13F portfolio, value $1,398,886.

    13F-HR 0001698926-26-000002 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,178 shares
    Change vs previous 13F -475 shares

    0.99% of the 13F portfolio, value $2,209,705.

    13F-HR 0001698926-26-000001 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,653 shares
    Change vs previous 13F -75 shares

    1.1% of the 13F portfolio, value $2,428,662.

    13F-HR 0001698926-25-000007 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,728 shares
    Change vs previous 13F -613 shares

    1.19% of the 13F portfolio, value $2,362,004.

    13F-HR 0001698926-25-000003 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,341 shares
    Change vs previous 13F -37 shares

    1.12% of the 13F portfolio, value $2,099,872.

    13F-HR 0001698926-25-000002 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 43,378 shares
    Change vs previous 13F -15 shares

    1.23% of the 13F portfolio, value $2,350,654.

    13F-HR 0001698926-25-000001 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,393 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,052,055.

    13F-HR 0001698926-24-000005 filed by Adalta Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).