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Disclosery

Brookstone Capital Management: XLV position timeline

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

Brookstone Capital Management held 68,779 XLV 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 68,779 shares
    Change vs previous 13F +9,216 shares

    0.11% of the 13F portfolio, value $10,912,513.

    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 59,563 shares
    Change vs previous 13F +21,908 shares

    0.1% of the 13F portfolio, value $8,732,575.

    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 37,655 shares
    Change vs previous 13F +16,450 shares

    0.07% of the 13F portfolio, value $5,828,964.

    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 21,205 shares
    Change vs previous 13F -25,591 shares

    0.04% of the 13F portfolio, value $2,951,147.

    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 46,796 shares
    Change vs previous 13F +19,551 shares

    0.08% of the 13F portfolio, value $6,307,575.

    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 27,245 shares
    Change vs previous 13F -3,547 shares

    0.06% of the 13F portfolio, value $3,978,107.

    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 30,792 shares
    Change vs previous 13F -910 shares

    0.06% of the 13F portfolio, value $4,236,117.

    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 31,702 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,882,745.

    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).