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Disclosery

Brookstone Capital Management: IWM position timeline

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

Brookstone Capital Management held 266,352 IWM 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 266,352 shares
    Change vs previous 13F +11,725 shares

    0.8% of the 13F portfolio, value $80,025,455.

    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 254,627 shares
    Change vs previous 13F -12,115 shares

    0.72% of the 13F portfolio, value $63,147,414.

    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 266,742 shares
    Change vs previous 13F -1,332 shares

    0.75% of the 13F portfolio, value $65,661,143.

    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 268,074 shares
    Change vs previous 13F +20,049 shares

    0.77% of the 13F portfolio, value $64,863,288.

    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 248,025 shares
    Change vs previous 13F -202,689 shares

    0.7% of the 13F portfolio, value $53,521,262.

    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 450,714 shares
    Change vs previous 13F +7,222 shares

    1.29% of the 13F portfolio, value $89,913,009.

    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 443,492 shares
    Change vs previous 13F +432,292 shares

    1.43% of the 13F portfolio, value $97,993,931.

    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 11,200 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,474,011.

    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).