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Disclosery

Brookwood Investment Group LLC: SPY position timeline

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

Brookwood Investment Group LLC held 7,777 SPY 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 7,777 shares
    Change vs previous 13F +3,013 shares

    0.67% of the 13F portfolio, value $5,807,622.

    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 4,764 shares
    Change vs previous 13F -2,501 shares

    0.4% of the 13F portfolio, value $3,098,253.

    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 7,265 shares
    Change vs previous 13F +706 shares

    0.6% of the 13F portfolio, value $4,953,987.

    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 6,559 shares
    Change vs previous 13F -3,715 shares

    0.56% of the 13F portfolio, value $4,369,718.

    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 10,274 shares
    Change vs previous 13F +2,386 shares

    1.02% of the 13F portfolio, value $6,348,089.

    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 7,888 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $4,412,280.

    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).