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Disclosery

Brookwood Investment Group LLC: XLC position timeline

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

Brookwood Investment Group LLC held 3,370 XLC 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 3,370 shares
    Change vs previous 13F -4,714 shares

    0.04% of the 13F portfolio, value $361,028.

    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 8,084 shares
    Change vs previous 13F -3,995 shares

    0.11% of the 13F portfolio, value $896,156.

    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 12,079 shares
    Change vs previous 13F -1,477 shares

    0.17% of the 13F portfolio, value $1,421,925.

    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 13,556 shares
    Change vs previous 13F +1,980 shares

    0.21% of the 13F portfolio, value $1,604,589.

    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 11,576 shares
    Change vs previous 13F +1,567 shares

    0.2% of the 13F portfolio, value $1,256,346.

    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 10,009 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $965,330.

    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).