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Disclosery

Brookstone Capital Management: SHV position timeline

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

Brookstone Capital Management held 14,762 SHV 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 14,762 shares
    Change vs previous 13F +644 shares

    0.02% of the 13F portfolio, value $1,629,007.

    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 14,118 shares
    Change vs previous 13F +7,825 shares

    0.02% of the 13F portfolio, value $1,558,518.

    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 6,293 shares
    Change vs previous 13F -2,983 shares

    0.01% of the 13F portfolio, value $693,188.

    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 9,276 shares
    Change vs previous 13F -511 shares

    0.01% of the 13F portfolio, value $1,024,879.

    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 9,787 shares
    Change vs previous 13F -702 shares

    0.01% of the 13F portfolio, value $1,080,733.

    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 10,489 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $1,158,615.

    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 10,824 shares
    Change vs previous 13F -9,048 shares

    0.02% of the 13F portfolio, value $1,191,831.

    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 19,872 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,198,439.

    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).