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Disclosery

Brookstone Capital Management: IWV position timeline

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

Brookstone Capital Management held 22,665 IWV 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 22,665 shares
    Change vs previous 13F +116 shares

    0.1% of the 13F portfolio, value $9,664,366.

    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 22,549 shares
    Change vs previous 13F -25,370 shares

    0.1% of the 13F portfolio, value $8,358,392.

    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 47,919 shares
    Change vs previous 13F -7,369 shares

    0.21% of the 13F portfolio, value $18,537,577.

    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 55,288 shares
    Change vs previous 13F +2,133 shares

    0.25% of the 13F portfolio, value $20,951,021.

    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 53,155 shares
    Change vs previous 13F -4,798 shares

    0.24% of the 13F portfolio, value $18,657,366.

    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 57,953 shares
    Change vs previous 13F -5,150 shares

    0.26% of the 13F portfolio, value $18,408,275.

    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 63,103 shares
    Change vs previous 13F +3,166 shares

    0.31% of the 13F portfolio, value $21,092,181.

    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 59,937 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $19,583,093.

    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).