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Disclosery

FULTON BREAKEFIELD BROENNIMAN LLC: IBDV position timeline

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

FULTON BREAKEFIELD BROENNIMAN LLC held 177,115 IBDV 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 177,115 shares
    Change vs previous 13F +11,493 shares

    0.23% of the 13F portfolio, value $3,861,096.

    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 165,622 shares
    Change vs previous 13F +11,221 shares

    0.24% of the 13F portfolio, value $3,625,463.

    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 154,401 shares
    Change vs previous 13F +4,145 shares

    0.22% of the 13F portfolio, value $3,407,629.

    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).

  4. period ended2025-09-30
    13F 150,256 shares
    Change vs previous 13F +11,017 shares

    0.21% of the 13F portfolio, value $3,328,171.

    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 139,239 shares
    Change vs previous 13F +74,066 shares

    0.21% of the 13F portfolio, value $3,060,463.

    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 65,173 shares
    Change vs previous 13F +28,577 shares

    0.1% of the 13F portfolio, value $1,415,558.

    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 36,596 shares
    Change vs previous 13F +14,368 shares

    0.06% of the 13F portfolio, value $781,694.

    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 22,228 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $492,804.

    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).