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FULTON BREAKEFIELD BROENNIMAN LLC: IJR position timeline

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

FULTON BREAKEFIELD BROENNIMAN LLC held 475,919 IJR 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 475,919 shares
    Change vs previous 13F +36,313 shares

    4.16% of the 13F portfolio, value $70,583,506.

    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 439,606 shares
    Change vs previous 13F +101,599 shares

    3.56% of the 13F portfolio, value $54,647,385.

    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 338,007 shares
    Change vs previous 13F +2,422 shares

    2.56% of the 13F portfolio, value $40,621,662.

    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 335,585 shares
    Change vs previous 13F +1,899 shares

    2.58% of the 13F portfolio, value $39,877,561.

    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 333,686 shares
    Change vs previous 13F -9,739 shares

    2.46% of the 13F portfolio, value $36,468,548.

    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 343,425 shares
    Change vs previous 13F +5,922 shares

    2.59% of the 13F portfolio, value $35,911,929.

    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 337,503 shares
    Change vs previous 13F +2,751 shares

    2.78% of the 13F portfolio, value $38,887,102.

    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 334,752 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $39,152,536.

    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).