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Disclosery

Brookstone Capital Management: CPZ position timeline

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

Brookstone Capital Management held 43,831 CPZ 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 43,831 shares
    Change vs previous 13F +5,573 shares

    0.01% of the 13F portfolio, value $573,312.

    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 38,258 shares
    Change vs previous 13F +1,544 shares

    0.01% of the 13F portfolio, value $519,156.

    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 36,714 shares
    Change vs previous 13F +11,535 shares

    0.01% of the 13F portfolio, value $536,759.

    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 25,179 shares
    Change vs previous 13F +6,179 shares

    <0.01% of the 13F portfolio, value $406,893.

    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 19,000 shares
    Change vs previous 13F +2,542 shares

    <0.01% of the 13F portfolio, value $308,370.

    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 16,458 shares
    Change vs previous 13F +473 shares

    <0.01% of the 13F portfolio, value $256,086.

    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 15,985 shares
    Change vs previous 13F +515 shares

    <0.01% of the 13F portfolio, value $237,058.

    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 15,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,693.

    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).