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Disclosery

Brookstone Capital Management: IVE position timeline

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

Brookstone Capital Management held 135,394 IVE 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 135,394 shares
    Change vs previous 13F -4,569 shares

    0.31% of the 13F portfolio, value $30,742,539.

    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 139,963 shares
    Change vs previous 13F -3,309 shares

    0.34% of the 13F portfolio, value $29,553,262.

    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 143,272 shares
    Change vs previous 13F +36,178 shares

    0.35% of the 13F portfolio, value $30,383,622.

    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 107,094 shares
    Change vs previous 13F +8,498 shares

    0.26% of the 13F portfolio, value $22,115,920.

    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 98,596 shares
    Change vs previous 13F +12,906 shares

    0.25% of the 13F portfolio, value $19,267,568.

    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 85,690 shares
    Change vs previous 13F +16,453 shares

    0.23% of the 13F portfolio, value $16,330,735.

    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 69,237 shares
    Change vs previous 13F -3,704 shares

    0.19% of the 13F portfolio, value $13,216,020.

    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 72,941 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $14,381,853.

    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).