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Disclosery

Brookstone Capital Management: XLU position timeline

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

Brookstone Capital Management held 188,141 XLU 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 188,141 shares
    Change vs previous 13F +25,943 shares

    0.09% of the 13F portfolio, value $8,530,303.

    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 162,198 shares
    Change vs previous 13F +91,990 shares

    0.09% of the 13F portfolio, value $7,443,261.

    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 70,208 shares
    Change vs previous 13F +44,998 shares

    0.03% of the 13F portfolio, value $2,997,193.

    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 25,210 shares
    Change vs previous 13F -1,355 shares

    0.03% of the 13F portfolio, value $2,198,602.

    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 26,565 shares
    Change vs previous 13F +303 shares

    0.03% of the 13F portfolio, value $2,169,326.

    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 26,262 shares
    Change vs previous 13F -20,179 shares

    0.03% of the 13F portfolio, value $2,070,749.

    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 46,441 shares
    Change vs previous 13F -27,422 shares

    0.05% of the 13F portfolio, value $3,515,133.

    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 73,863 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,966,651.

    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).