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Disclosery

FULTON BREAKEFIELD BROENNIMAN LLC: IWB position timeline

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

FULTON BREAKEFIELD BROENNIMAN LLC held 1,570 IWB 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 1,570 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $642,915.

    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 1,570 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $559,799.

    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 1,670 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $623,645.

    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 1,570 shares
    Change vs previous 13F -60 shares

    0.04% of the 13F portfolio, value $573,804.

    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 1,630 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $553,499.

    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 1,630 shares
    Change vs previous 13F -587 shares

    0.04% of the 13F portfolio, value $499,986.

    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 2,217 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $714,229.

    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 2,232 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $701,718.

    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).