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Brookstone Capital Management: IWD position timeline

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

Brookstone Capital Management held 11,023 IWD 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 11,023 shares
    Change vs previous 13F +684 shares

    0.03% of the 13F portfolio, value $2,672,259.

    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 10,339 shares
    Change vs previous 13F +174 shares

    0.03% of the 13F portfolio, value $2,209,060.

    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 10,165 shares
    Change vs previous 13F -359 shares

    0.02% of the 13F portfolio, value $2,138,082.

    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 10,524 shares
    Change vs previous 13F -396 shares

    0.03% of the 13F portfolio, value $2,142,599.

    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 10,920 shares
    Change vs previous 13F +939 shares

    0.03% of the 13F portfolio, value $2,121,075.

    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 9,981 shares
    Change vs previous 13F -110 shares

    0.03% of the 13F portfolio, value $1,878,071.

    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 10,091 shares
    Change vs previous 13F -471 shares

    0.03% of the 13F portfolio, value $1,868,165.

    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 10,562 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,004,623.

    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).