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FULTON BREAKEFIELD BROENNIMAN LLC: IBDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FULTON BREAKEFIELD BROENNIMAN LLC on IBDU, newest first. How the timeline and the estimate are built.

FULTON BREAKEFIELD BROENNIMAN LLC held 151,144 IBDU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,144 shares
    Change vs previous 13F +6,139 shares

    0.21% of the 13F portfolio, value $3,500,503.

    13F-HR 0001705819-26-000050 filed by FULTON BREAKEFIELD BROENNIMAN 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 145,005 shares
    Change vs previous 13F +145,005 shares

    0.22% of the 13F portfolio, value $3,372,813.

    13F-HR 0001705819-26-000029 filed by FULTON BREAKEFIELD BROENNIMAN 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 0 shares
    Change vs previous 13F -126,028 shares

    13F-HR 0001705819-26-000010 filed by FULTON BREAKEFIELD BROENNIMAN 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.

  4. period ended2025-09-30
    13F 126,028 shares
    Change vs previous 13F +10,559 shares

    0.19% of the 13F portfolio, value $2,957,880.

    13F-HR 0001705819-25-000068 filed by FULTON BREAKEFIELD BROENNIMAN LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 115,469 shares
    Change vs previous 13F +3,415 shares

    0.18% of the 13F portfolio, value $2,693,886.

    13F-HR 0001705819-25-000050 filed by FULTON BREAKEFIELD BROENNIMAN LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 112,054 shares
    Change vs previous 13F +22,319 shares

    0.19% of the 13F portfolio, value $2,591,816.

    13F-HR 0001705819-25-000028 filed by FULTON BREAKEFIELD BROENNIMAN LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 89,735 shares
    Change vs previous 13F +17,417 shares

    0.15% of the 13F portfolio, value $2,045,960.

    13F-HR 0001705819-25-000010 filed by FULTON BREAKEFIELD BROENNIMAN LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 72,318 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,700,204.

    13F-HR 0001705819-24-000055 filed by FULTON BREAKEFIELD BROENNIMAN LLC
    Filed (acceptance time not in the bulk data set), ingested

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