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Disclosery

Brookwood Investment Group LLC: IVV position timeline

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

Brookwood Investment Group LLC held 9,134 IVV 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 9,134 shares
    Change vs previous 13F +826 shares

    0.79% of the 13F portfolio, value $6,840,155.

    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 8,308 shares
    Change vs previous 13F -114 shares

    0.69% of the 13F portfolio, value $5,426,689.

    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 8,422 shares
    Change vs previous 13F +657 shares

    0.69% of the 13F portfolio, value $5,768,243.

    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 7,765 shares
    Change vs previous 13F +465 shares

    0.67% of the 13F portfolio, value $5,197,103.

    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 7,300 shares
    Change vs previous 13F -3,611 shares

    0.73% of the 13F portfolio, value $4,532,570.

    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 10,911 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $6,130,891.

    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).