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Disclosery

Broussard Financial Group LLC: IVW position timeline

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

Broussard Financial Group LLC held 1,635 IVW 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 1,635 shares
    Change vs previous 13F +1,635 shares

    0.18% of the 13F portfolio, value $224,862.

    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 0 shares
    Change vs previous 13F -2,055 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,055 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $253,299.

    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).