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Disclosery

Brookstone Capital Management: IVV position timeline

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

Brookstone Capital Management held 233,815 IVV 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 233,815 shares
    Change vs previous 13F +41,277 shares

    1.76% of the 13F portfolio, value $175,101,614.

    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 192,538 shares
    Change vs previous 13F +15,851 shares

    1.44% of the 13F portfolio, value $125,767,795.

    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 176,687 shares
    Change vs previous 13F +7,225 shares

    1.38% of the 13F portfolio, value $121,019,799.

    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 169,462 shares
    Change vs previous 13F -723 shares

    1.35% of the 13F portfolio, value $113,421,089.

    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 170,185 shares
    Change vs previous 13F -13,447 shares

    1.39% of the 13F portfolio, value $105,667,774.

    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 183,632 shares
    Change vs previous 13F -8,067 shares

    1.48% of the 13F portfolio, value $103,182,703.

    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 191,699 shares
    Change vs previous 13F -9,159 shares

    1.64% of the 13F portfolio, value $112,849,498.

    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 200,858 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $115,858,758.

    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).