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Disclosery

Broussard Financial Group LLC: SPYV position timeline

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

Broussard Financial Group LLC held 98,004 SPYV 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 98,004 shares
    Change vs previous 13F -4,230 shares

    4.77% of the 13F portfolio, value $5,957,665.

    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 102,234 shares
    Change vs previous 13F +6,149 shares

    4.63% of the 13F portfolio, value $5,784,402.

    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 96,085 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $5,458,591.

    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).