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Disclosery

FULTON BREAKEFIELD BROENNIMAN LLC: IWV position timeline

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

FULTON BREAKEFIELD BROENNIMAN LLC held 982 IWV 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 982 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $418,725.

    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 1,007 shares
    Change vs previous 13F -200 shares

    0.02% of the 13F portfolio, value $373,275.

    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 1,207 shares
    Change vs previous 13F -300 shares

    0.03% of the 13F portfolio, value $466,928.

    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 1,507 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $571,063.

    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 1,507 shares
    Change vs previous 13F -350 shares

    0.04% of the 13F portfolio, value $528,957.

    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 1,857 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $589,857.

    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 1,857 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $620,702.

    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 1,857 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $606,738.

    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).