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Disclosery

Brookwood Investment Group LLC: XLF position timeline

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

Brookwood Investment Group LLC held 24,839 XLF 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 24,839 shares
    Change vs previous 13F +12,349 shares

    0.15% of the 13F portfolio, value $1,331,619.

    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 12,490 shares
    Change vs previous 13F -23,609 shares

    0.08% of the 13F portfolio, value $616,645.

    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 36,099 shares
    Change vs previous 13F +439 shares

    0.24% of the 13F portfolio, value $1,977,154.

    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 35,660 shares
    Change vs previous 13F +618 shares

    0.25% of the 13F portfolio, value $1,920,980.

    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 35,042 shares
    Change vs previous 13F +13,454 shares

    0.3% of the 13F portfolio, value $1,835,141.

    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 21,588 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,075,316.

    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).