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Disclosery

Brookstone Capital Management: SPLV position timeline

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

Brookstone Capital Management held 512,689 SPLV 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 512,689 shares
    Change vs previous 13F -47,497 shares

    0.39% of the 13F portfolio, value $38,400,422.

    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 560,186 shares
    Change vs previous 13F +22,662 shares

    0.47% of the 13F portfolio, value $40,971,982.

    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 537,524 shares
    Change vs previous 13F -21,080 shares

    0.44% of the 13F portfolio, value $38,389,956.

    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 558,604 shares
    Change vs previous 13F -16,994 shares

    0.49% of the 13F portfolio, value $41,046,237.

    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 575,598 shares
    Change vs previous 13F -43,324 shares

    0.55% of the 13F portfolio, value $41,915,067.

    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 618,922 shares
    Change vs previous 13F +13,315 shares

    0.66% of the 13F portfolio, value $46,245,859.

    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 605,607 shares
    Change vs previous 13F -22,043 shares

    0.62% of the 13F portfolio, value $42,392,524.

    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 627,650 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $45,021,309.

    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).