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Disclosery

Brookwood Investment Group LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brookwood Investment Group LLC on BIV, newest first. How the timeline and the estimate are built.

Brookwood Investment Group LLC held 5,080 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,080 shares
    Change vs previous 13F -193 shares

    0.05% of the 13F portfolio, value $389,638.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group 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 5,273 shares
    Change vs previous 13F -796 shares

    0.05% of the 13F portfolio, value $406,950.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group 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 6,069 shares
    Change vs previous 13F -872 shares

    0.06% of the 13F portfolio, value $472,670.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group 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 6,941 shares
    Change vs previous 13F -1,146 shares

    0.07% of the 13F portfolio, value $542,036.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group 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 8,087 shares
    Change vs previous 13F +1,736 shares

    0.1% of the 13F portfolio, value $625,449.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group 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 6,351 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $486,296.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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