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Disclosery

Broussard Financial Group LLC: IWV position timeline

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

Broussard Financial Group LLC held 873 IWV 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 873 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $372,247.

    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 873 shares
    Change vs previous 13F -114 shares

    0.26% of the 13F portfolio, value $323,604.

    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 987 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $381,821.

    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).