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Disclosery

Brookstone Capital Management: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brookstone Capital Management on BIV, newest first. How the timeline and the estimate are built.

Brookstone Capital Management held 191,950 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,950 shares
    Change vs previous 13F +9,487 shares

    0.15% of the 13F portfolio, value $14,722,542.

    13F-HR 0001062993-26-003671 filed by Brookstone Capital Management
    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 182,463 shares
    Change vs previous 13F +14,614 shares

    0.16% of the 13F portfolio, value $14,082,461.

    13F-HR 0001062993-26-002020 filed by Brookstone Capital Management
    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 167,849 shares
    Change vs previous 13F +6,648 shares

    0.15% of the 13F portfolio, value $13,072,102.

    13F-HR 0001062993-26-000271 filed by Brookstone Capital Management
    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 161,201 shares
    Change vs previous 13F +13,109 shares

    0.15% of the 13F portfolio, value $12,588,158.

    13F-HR 0001062993-25-016087 filed by Brookstone Capital Management
    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 148,092 shares
    Change vs previous 13F +12,952 shares

    0.15% of the 13F portfolio, value $11,453,418.

    13F-HR 0001062993-25-013278 filed by Brookstone Capital Management
    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 135,140 shares
    Change vs previous 13F +9,021 shares

    0.15% of the 13F portfolio, value $10,347,685.

    13F-HR 0001062993-25-008149 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 126,119 shares
    Change vs previous 13F +13,651 shares

    0.14% of the 13F portfolio, value $9,424,870.

    13F-HR 0001062993-25-000693 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 112,468 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,814,092.

    13F-HR 0001062993-24-017468 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).