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Brookstone Capital Management: SHY position timeline

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

Brookstone Capital Management held 154,574 SHY 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 154,574 shares
    Change vs previous 13F +26,355 shares

    0.13% of the 13F portfolio, value $12,692,100.

    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 128,219 shares
    Change vs previous 13F +16,737 shares

    0.12% of the 13F portfolio, value $10,587,048.

    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 111,482 shares
    Change vs previous 13F -4,838 shares

    0.11% of the 13F portfolio, value $9,232,951.

    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 116,320 shares
    Change vs previous 13F +610 shares

    0.12% of the 13F portfolio, value $9,649,868.

    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 115,710 shares
    Change vs previous 13F -3,573 shares

    0.13% of the 13F portfolio, value $9,587,770.

    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 119,283 shares
    Change vs previous 13F +1,274 shares

    0.14% of the 13F portfolio, value $9,868,301.

    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 118,009 shares
    Change vs previous 13F -24,900 shares

    0.14% of the 13F portfolio, value $9,674,383.

    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 142,909 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $11,882,871.

    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).