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BAMG NORTHERN LTS FD TR IV

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BROOKSTONE GRWTH (fund)

15 managers (15 13F filers) reported a position in BAMG shares at 2026-06-30, 3,044,504 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
15
New
1
Added
4
Reduced
7
Sold out
2
Shares held by filers
3,044,504

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management2,899,261$131M1.32%+129,08113F-HRTimelineGroup
Arkadios Wealth Advisors64,494$2.92M0.04%-72213F-HRTimeline
Chris Bulman Inc19,232$871K0.32%-42613F-HRTimeline
Simplicity Wealth,LLC18,133$821K0.03%+3,64613F-HRTimeline
GTS SECURITIES LLC12,787$579K0.01%-24,55513F-HRTimeline
FSA Advisors, Inc.9,502$430K0.2%-53413F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC6,992$317K<0.01%-22813F-HRTimelineGroup
Impact Partnership Wealth, LLC6,432$291K0.03%-9213F-HRTimeline
HARBOUR INVESTMENTS, INC.3,639$165K<0.01%-78513F-HRTimeline
AE Wealth Management LLC1,146$51.9K<0.01%+1,10013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.836$37.9K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO776$34.8K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC581$26.3K<0.01%013F-HRTimeline
Planning Strategies Inc.358$16.2K0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG335$15.2K<0.01%+17113F-HRTimelineGroup