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Brookstone Capital Management: CGDV position timeline

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

Brookstone Capital Management held 67,245 CGDV 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 67,245 shares
    Change vs previous 13F -944 shares

    0.03% of the 13F portfolio, value $3,313,819.

    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 68,189 shares
    Change vs previous 13F +4,992 shares

    0.03% of the 13F portfolio, value $2,900,764.

    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 63,197 shares
    Change vs previous 13F -12,771 shares

    0.03% of the 13F portfolio, value $2,757,917.

    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 75,968 shares
    Change vs previous 13F +15,417 shares

    0.04% of the 13F portfolio, value $3,192,935.

    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 60,551 shares
    Change vs previous 13F -26,766 shares

    0.03% of the 13F portfolio, value $2,391,159.

    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 87,317 shares
    Change vs previous 13F +7,789 shares

    0.04% of the 13F portfolio, value $3,111,978.

    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 79,528 shares
    Change vs previous 13F +17,760 shares

    0.04% of the 13F portfolio, value $2,804,157.

    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 61,768 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,250,826.

    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).