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Disclosery

Brookwood Investment Group LLC: BUXX position timeline

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

Brookwood Investment Group LLC held 41,870 BUXX 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 41,870 shares
    Change vs previous 13F +10,472 shares

    0.1% of the 13F portfolio, value $847,459.

    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 31,398 shares
    Change vs previous 13F -18,799 shares

    0.08% of the 13F portfolio, value $635,647.

    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 50,197 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,015,997.

    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).