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Disclosery

Brookstone Capital Management: XLY position timeline

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

Brookstone Capital Management held 93,038 XLY 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 93,038 shares
    Change vs previous 13F +46,080 shares

    0.11% of the 13F portfolio, value $10,911,515.

    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 46,958 shares
    Change vs previous 13F +21,120 shares

    0.06% of the 13F portfolio, value $5,117,517.

    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 25,838 shares
    Change vs previous 13F -3,444 shares

    0.04% of the 13F portfolio, value $3,085,303.

    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 29,282 shares
    Change vs previous 13F -991 shares

    0.08% of the 13F portfolio, value $7,017,237.

    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 30,273 shares
    Change vs previous 13F +20,048 shares

    0.09% of the 13F portfolio, value $6,579,128.

    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 10,225 shares
    Change vs previous 13F +2,694 shares

    0.03% of the 13F portfolio, value $2,019,102.

    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 7,531 shares
    Change vs previous 13F -10,014 shares

    0.02% of the 13F portfolio, value $1,689,616.

    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 17,545 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,515,524.

    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).