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Disclosery

Brookwood Investment Group LLC: XLU position timeline

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

Brookwood Investment Group LLC held 17,496 XLU 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 17,496 shares
    Change vs previous 13F +10,693 shares

    0.09% of the 13F portfolio, value $793,266.

    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 6,803 shares
    Change vs previous 13F -10,240 shares

    0.04% of the 13F portfolio, value $312,190.

    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 17,043 shares
    Change vs previous 13F -52,253 shares

    0.09% of the 13F portfolio, value $727,566.

    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 69,296 shares
    Change vs previous 13F +55,146 shares

    0.78% of the 13F portfolio, value $6,043,304.

    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 14,150 shares
    Change vs previous 13F +10,608 shares

    0.19% of the 13F portfolio, value $1,155,489.

    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 3,542 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $279,287.

    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).