Skip to content
Disclosery

Brookwood Investment Group LLC: IVW position timeline

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

Brookwood Investment Group LLC held 10,153 IVW 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 10,153 shares
    Change vs previous 13F +219 shares

    0.16% of the 13F portfolio, value $1,396,342.

    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 9,934 shares
    Change vs previous 13F -442 shares

    0.14% of the 13F portfolio, value $1,123,662.

    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 10,376 shares
    Change vs previous 13F -18 shares

    0.15% of the 13F portfolio, value $1,278,972.

    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 10,394 shares
    Change vs previous 13F -20,858 shares

    0.16% of the 13F portfolio, value $1,254,786.

    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 31,252 shares
    Change vs previous 13F -1,341 shares

    0.55% of the 13F portfolio, value $3,440,862.

    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 32,593 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,025,619.

    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).