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Disclosery

Brookwood Investment Group LLC: HFEQ position timeline

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

Brookwood Investment Group LLC held 305,300 HFEQ 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 305,300 shares
    Change vs previous 13F -41,812 shares

    0.87% of the 13F portfolio, value $7,510,624.

    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 347,112 shares
    Change vs previous 13F -71,692 shares

    0.93% of the 13F portfolio, value $7,317,225.

    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 418,804 shares
    Change vs previous 13F -38,056 shares

    1.05% of the 13F portfolio, value $8,727,080.

    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 456,860 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $10,249,657.

    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).