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Disclosery

Brookstone Capital Management: IVW position timeline

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

Brookstone Capital Management held 263,593 IVW 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 263,593 shares
    Change vs previous 13F -48,772 shares

    0.36% of the 13F portfolio, value $36,251,944.

    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 312,365 shares
    Change vs previous 13F +75,198 shares

    0.4% of the 13F portfolio, value $35,331,634.

    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 237,167 shares
    Change vs previous 13F +12,778 shares

    0.33% of the 13F portfolio, value $29,233,203.

    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 224,389 shares
    Change vs previous 13F +9,499 shares

    0.32% of the 13F portfolio, value $27,088,232.

    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 214,890 shares
    Change vs previous 13F +4,550 shares

    0.31% of the 13F portfolio, value $23,659,344.

    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 210,340 shares
    Change vs previous 13F +7,035 shares

    0.28% of the 13F portfolio, value $19,525,907.

    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 203,305 shares
    Change vs previous 13F -25,141 shares

    0.3% of the 13F portfolio, value $20,641,556.

    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 228,446 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $21,873,705.

    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).