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Disclosery

Lipe & Dalton: BAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lipe & Dalton on BAM, newest first. How the timeline and the estimate are built.

Lipe & Dalton held 40,091 BAM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,091 shares
    Change vs previous 13F -4,713 shares

    0.84% of the 13F portfolio, value $1,798,000.

    13F-HR 0001570396-26-000006 filed by Lipe & Dalton
    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 44,804 shares
    Change vs previous 13F +213 shares

    1.04% of the 13F portfolio, value $1,992,000.

    13F-HR 0001570396-26-000005 filed by Lipe & Dalton
    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 44,591 shares
    Change vs previous 13F -1,414 shares

    1.15% of the 13F portfolio, value $2,336,000.

    13F-HR 0001570396-26-000003 filed by Lipe & Dalton
    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 46,005 shares
    Change vs previous 13F -2,010 shares

    1.3% of the 13F portfolio, value $2,620,000.

    13F-HR 0001570396-26-000004 filed by Lipe & Dalton
    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 48,015 shares
    Change vs previous 13F -476 shares

    1.43% of the 13F portfolio, value $2,654,000.

    13F-HR 0001570396-25-000003 filed by Lipe & Dalton
    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 48,491 shares
    Change vs previous 13F -1,287 shares

    1.31% of the 13F portfolio, value $2,349,000.

    13F-HR 0001570396-25-000002 filed by Lipe & Dalton
    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 49,778 shares
    Change vs previous 13F -366 shares

    1.43% of the 13F portfolio, value $2,697,000.

    13F-HR 0001570396-25-000001 filed by Lipe & Dalton
    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 50,144 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,371,000.

    13F-HR 0001570396-24-000004 filed by Lipe & Dalton
    Filed (acceptance time not in the bulk data set), ingested

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