Brookwood Investment Group LLC VUZI — VUZIX CORP

Ownership history in Brookwood Investment Group LLC  ·  2 quarters on record

AI Ownership Summary

Brookwood Investment Group LLC reported VUZIX CORP (VUZI) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows VUZI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VUZI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brookwood Investment Group LLC's position in VUZIX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VUZI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brookwood Investment Group LLC held VUZI — position size vs. price
% of Fund (quarterly)    VUZI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 75.2% -4.5% ✅ 12,800 -38,871 -75.2% 0.00% $37K 2026-07-23 $2.30
2025 Q4 INITIATED — — — 51,671 — — 0.02% $195K 2026-01-22 $3.04

🏢 Other funds also holding VUZI

As of 2026 Q3 — sorted by position size

Stonebridge Financial Group, LLC 0.0%

FAQ About Brookwood Investment Group LLC and VUZI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brookwood Investment Group LLC reported owning VUZI?

Brookwood Investment Group LLC reported VUZI across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported VUZI position in Brookwood Investment Group LLC's portfolio?

The largest reported portfolio weight for VUZI was 0.02% in 2025 Q4.

What is the latest reported VUZI position on this page?

The most recent filing on this page is 2026 Q2, when Brookwood Investment Group LLC reported 12,800 shares, equal to 0.00% of portfolio, with an estimated market value of $37K.

What does the chart on this VUZI ownership page compare?

The chart compares Brookwood Investment Group LLC's quarterly VUZI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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