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Disclosery

Brookwood Investment Group LLC: IVE position timeline

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

Brookwood Investment Group LLC held 13,634 IVE 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 13,634 shares
    Change vs previous 13F +1,810 shares

    0.36% of the 13F portfolio, value $3,095,736.

    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 11,824 shares
    Change vs previous 13F +176 shares

    0.32% of the 13F portfolio, value $2,496,638.

    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 11,648 shares
    Change vs previous 13F +1,440 shares

    0.3% of the 13F portfolio, value $2,470,191.

    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 10,208 shares
    Change vs previous 13F -1,027 shares

    0.27% of the 13F portfolio, value $2,108,054.

    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 11,235 shares
    Change vs previous 13F +2,251 shares

    0.35% of the 13F portfolio, value $2,195,544.

    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 8,984 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,712,171.

    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).