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BAMG NORTHERN LTS FD TR IV

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BROOKSTONE GRWTH (fund)

18 managers (18 13F filers) reported a position in BAMG shares at 2025-12-31, 3,330,006 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
7
Added
2
Reduced
5
Sold out
1
Shares held by filers
3,330,006

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Management3,156,445$127M1.45%-78,90513F-HRTimelineGroup
Arkadios Wealth Advisors66,376$2.66M0.05%+2,56513F-HRTimeline
AlphaStar Capital Management, LLC39,273$1.58M0.12%new13F-HRTimeline
Chris Bulman Inc20,098$807K0.36%+70413F-HRTimeline
Simplicity Wealth,LLC15,164$609K0.04%-2,37113F-HRTimeline
GTS SECURITIES LLC11,268$452K0.02%-12,80113F-HRTimeline
FSA Advisors, Inc.9,586$385K0.27%new13F-HRTimeline
Impact Partnership Wealth, LLC6,632$266K0.03%-41913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,301$52.2K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,164$46.7K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.836$33.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.761$30.5K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC581$23.3K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG261$10.5K<0.01%-66513F-HRTimelineGroup
AE Wealth Management LLC119$4.78K<0.01%new13F-HRTimeline
Camelot Portfolios, LLC97$3.89K<0.01%new13F-HRTimeline
Key Capital Management, INC32$1.28K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC12$482<0.01%new13F-HRTimeline