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Brookstone Capital Management: SPY position timeline

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

Brookstone Capital Management held 281,491 SPY 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 281,491 shares
    Change vs previous 13F -4,575 shares

    2.11% of the 13F portfolio, value $210,209,251.

    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 286,066 shares
    Change vs previous 13F -80,250 shares

    2.13% of the 13F portfolio, value $186,040,389.

    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 366,316 shares
    Change vs previous 13F +10,398 shares

    2.86% of the 13F portfolio, value $249,798,356.

    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 355,918 shares
    Change vs previous 13F +2,185 shares

    2.83% of the 13F portfolio, value $237,105,786.

    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 353,733 shares
    Change vs previous 13F -712 shares

    2.87% of the 13F portfolio, value $218,553,854.

    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 354,445 shares
    Change vs previous 13F -11,623 shares

    2.84% of the 13F portfolio, value $198,272,835.

    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 366,068 shares
    Change vs previous 13F -5,183 shares

    3.12% of the 13F portfolio, value $214,545,246.

    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 371,251 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $213,009,117.

    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).