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Disclosery

Brookstone Capital Management: UFEB position timeline

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

Brookstone Capital Management held 1,463,509 UFEB shares at 2026-06-30 per its 13F-HR filed 2026-07-15, and reported 49,219 shares, 1.11%, in a 13G/A filed 2026-10-02.

Estimated current stake: 49,219 shares, 1.11% of the class

Estimated from 13G/A of 2026-10-02. As of 2026-09-30, 13G/A 0001062993-26-005148.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G/A 49,219 shares
    Share basis changed not comparable

    1.11% of the class. Different basis (group aggregate from 13G/A).

    13G/A 0001062993-26-005148 filed by Brookstone Capital Management
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 1,463,509 shares
    Change vs previous 13F -244,618 shares

    0.57% of the 13F portfolio, value $56,564,623.

    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).

  3. period ended2026-03-31
    13F 1,708,127 shares
    Change vs previous 13F +1,667,800 shares

    0.71% of the 13F portfolio, value $62,005,010.

    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).

  4. period ended2025-12-31
    13F 40,327 shares
    Change vs previous 13F -4,656 shares

    0.02% of the 13F portfolio, value $1,483,433.

    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).

  5. period ended2025-09-30
    13F 44,983 shares
    Change vs previous 13F -1,687,856 shares

    0.02% of the 13F portfolio, value $1,609,956.

    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).

  6. period ended2025-06-30
    13F 1,732,839 shares
    Change vs previous 13F +46,744 shares

    0.78% of the 13F portfolio, value $59,454,919.

    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).

  7. period ended2025-03-31
    13F 1,686,095 shares
    Change vs previous 13F +1,636,037 shares

    0.78% of the 13F portfolio, value $54,612,617.

    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).

  8. period ended2024-12-31
    13F 50,058 shares
    Change vs previous 13F -7,255 shares

    0.02% of the 13F portfolio, value $1,665,430.

    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).

  9. period ended2024-09-30
    13F 57,313 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,864,980.

    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).