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Disclosery

Brookstone Capital Management: UTG position timeline

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

Brookstone Capital Management held 17,036 UTG 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 17,036 shares
    Change vs previous 13F -3,643 shares

    0.01% of the 13F portfolio, value $693,688.

    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 20,679 shares
    Change vs previous 13F +421 shares

    0.01% of the 13F portfolio, value $812,265.

    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 20,258 shares
    Change vs previous 13F +415 shares

    0.01% of the 13F portfolio, value $741,029.

    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 19,843 shares
    Change vs previous 13F -2,763 shares

    0.01% of the 13F portfolio, value $786,191.

    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 22,606 shares
    Change vs previous 13F +1,533 shares

    0.01% of the 13F portfolio, value $817,887.

    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 21,073 shares
    Change vs previous 13F -727 shares

    0.01% of the 13F portfolio, value $685,723.

    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 21,800 shares
    Change vs previous 13F -2,777 shares

    0.01% of the 13F portfolio, value $690,833.

    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 24,577 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $806,361.

    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).