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Disclosery

Third View Private Wealth, LLC: BAM position timeline

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

Third View Private Wealth, LLC held 17,527 BAM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,527 shares
    Change vs previous 13F +1,850 shares

    0.1% of the 13F portfolio, value $786,072.

    13F-HR 0002083406-26-000003 filed by Third View Private Wealth, 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 15,677 shares
    Change vs previous 13F +6,462 shares

    0.1% of the 13F portfolio, value $696,861.

    13F-HR 0002083406-26-000002 filed by Third View Private Wealth, 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 9,215 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $482,781.

    13F-HR 0002083406-26-000001 filed by Third View Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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