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Proficio Capital Partners LLC: BAM position timeline

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

Proficio Capital Partners LLC held 7,148 BAM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,148 shares
    Change vs previous 13F +665 shares

    0.01% of the 13F portfolio, value $320,588.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 6,483 shares
    Change vs previous 13F +44 shares

    0.02% of the 13F portfolio, value $288,169.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 6,439 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $337,339.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 6,454 shares
    Change vs previous 13F -27 shares

    0.03% of the 13F portfolio, value $367,491.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 6,481 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $358,270.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 6,481 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $314,004.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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/A 6,481 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $351,205.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 6,466 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $305,777.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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