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Disclosery

Copeland Capital Management, LLC: BAM position timeline

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

Copeland Capital Management, LLC held 16,718 BAM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,718 shares
    Change vs previous 13F -286 shares

    0.02% of the 13F portfolio, value $749,832.

    13F-HR 0001580642-26-004833 filed by Copeland 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 17,004 shares
    Change vs previous 13F -597 shares

    0.02% of the 13F portfolio, value $755,858.

    13F-HR 0001580642-26-002984 filed by Copeland 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 17,601 shares
    Change vs previous 13F -729 shares

    0.02% of the 13F portfolio, value $922,150.

    13F-HR 0001580642-26-000539 filed by Copeland 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 18,330 shares
    Change vs previous 13F -4,304 shares

    0.02% of the 13F portfolio, value $1,043,747.

    13F-HR 0001580642-25-006630 filed by Copeland 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 22,634 shares
    Change vs previous 13F -874 shares

    0.03% of the 13F portfolio, value $1,251,245.

    13F-HR 0001580642-25-004379 filed by Copeland 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 23,508 shares
    Change vs previous 13F -1,129 shares

    0.02% of the 13F portfolio, value $1,138,995.

    13F-HR 0001580642-25-002522 filed by Copeland 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 24,637 shares
    Change vs previous 13F -1,717 shares

    0.02% of the 13F portfolio, value $1,335,131.

    13F-HR 0001580642-25-000412 filed by Copeland 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 26,354 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,246,300.

    13F-HR 0001580642-24-006240 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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