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Disclosery

Broussard Financial Group LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broussard Financial Group LLC on IVV, newest first. How the timeline and the estimate are built.

Broussard Financial Group LLC held 2,760 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,760 shares
    Change vs previous 13F -48 shares

    1.66% of the 13F portfolio, value $2,066,936.

    13F-HR 0001548136-26-000003 filed by Broussard Financial Group LLC
    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 2,808 shares
    Change vs previous 13F -167 shares

    1.47% of the 13F portfolio, value $1,834,214.

    13F-HR 0001548136-26-000002 filed by Broussard Financial Group LLC
    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 2,975 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,037,696.

    13F-HR 0001548136-26-000001 filed by Broussard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).