BAMG NORTHERN LTS FD TR IV
FollowBROOKSTONE GRWTH (fund)
11 managers (11 13F filers) reported a position in BAMG shares at 2025-09-30, 3,371,426 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 1
- Added
- 5
- Reduced
- 3
- Sold out
- 5
- Shares held by filers
- 3,371,426
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Brookstone Capital Managementin group Brookstone Capital Management | 3,235,350 | $123M | 1.47% | +212,149 | 13F-HRTimelineGroup |
| Arkadios Wealth Advisors | 63,811 | $2.43M | 0.06% | +7,034 | 13F-HRTimeline |
| GTS SECURITIES LLC | 24,069 | $917K | 0.04% | +11,253 | 13F-HRTimeline |
| Chris Bulman Inc | 19,394 | $739K | 0.37% | -2,737 | 13F-HRTimeline |
| Simplicity Wealth,LLC | 17,535 | $668K | 0.04% | -11,495 | 13F-HRTimeline |
| Impact Partnership Wealth, LLC | 7,051 | $269K | 0.04% | +750 | 13F-HRTimeline |
| Anfield Capital Management, LLCin group Anfield Capital Management, L… | 1,164 | $44.3K | 0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 926 | $35.3K | <0.01% | +401 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 836 | $30.7K | <0.01% | 0 | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 761 | $29K | <0.01% | -167 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 529 | $20.2K | <0.01% | new | 13F-HR/ATimelineGroup |