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Disclosery

Brookstone Capital Management: USEP position timeline

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

Brookstone Capital Management held 44,905 USEP shares at 2026-06-30 per its 13F-HR filed 2026-07-15, and reported 1,264,028 shares, 22.61%, in a 13G filed 2026-10-02.

Estimated current stake: 1,264,028 shares, 22.61% of the class

Estimated from 13G of 2026-10-02. As of 2026-09-30, 13G 0001062993-26-005152.

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 1,264,028 shares
    Share basis changed not comparable

    22.61% of the class. Different basis (group aggregate from 13G).

    13G 0001062993-26-005152 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 44,905 shares
    Change vs previous 13F -4,548 shares

    0.02% of the 13F portfolio, value $1,855,909.

    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 49,453 shares
    Change vs previous 13F -1,568,637 shares

    0.02% of the 13F portfolio, value $1,912,311.

    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 1,618,090 shares
    Change vs previous 13F +28,105 shares

    0.73% of the 13F portfolio, value $63,640,774.

    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 1,589,985 shares
    Change vs previous 13F +1,540,452 shares

    0.73% of the 13F portfolio, value $61,484,720.

    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 49,533 shares
    Change vs previous 13F +796 shares

    0.02% of the 13F portfolio, value $1,825,544.

    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 48,737 shares
    Change vs previous 13F -819,420 shares

    0.02% of the 13F portfolio, value $1,677,104.

    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 868,157 shares
    Change vs previous 13F +315,186 shares

    0.44% of the 13F portfolio, value $30,555,568.

    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 552,971 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $19,210,213.

    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).