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Disclosery

Brookstone Capital Management: USMV position timeline

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

Brookstone Capital Management held 818,996 USMV 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 818,996 shares
    Change vs previous 13F -74,618 shares

    0.79% of the 13F portfolio, value $79,000,349.

    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 893,614 shares
    Change vs previous 13F +39,266 shares

    0.95% of the 13F portfolio, value $82,873,752.

    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 854,348 shares
    Change vs previous 13F -47,238 shares

    0.92% of the 13F portfolio, value $80,445,437.

    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 901,586 shares
    Change vs previous 13F -26,209 shares

    1.02% of the 13F portfolio, value $85,776,894.

    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 927,795 shares
    Change vs previous 13F -54,789 shares

    1.14% of the 13F portfolio, value $87,092,132.

    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 982,584 shares
    Change vs previous 13F +752 shares

    1.32% of the 13F portfolio, value $92,028,780.

    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 981,832 shares
    Change vs previous 13F -28,583 shares

    1.27% of the 13F portfolio, value $87,176,835.

    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 1,010,415 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $92,260,998.

    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).