Bouvel Investment Partners, LLC: BOND position timeline

Bouvel Investment Partners, LLC held 167,865 BOND shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 167,865 shares

   Change vs previous 13F +4,602 shares

   3.37% of the 13F portfolio, value $14,602,576.

   13F-HR 0001839122-26-000009 filed by Bouvel Investment Partners, LLC
   Accepted 2026-10-13 20:38:13 UTC, ingested 2026-10-13 20:39:12 UTC

2. period ended2026-06-30

   13F 163,263 shares

   Change vs previous 13F -75,358 shares

   3.4% of the 13F portfolio, value $15,054,481.

   13F-HR 0001839122-26-000006 filed by Bouvel Investment Partners, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 238,621 shares

   Change vs previous 13F +779 shares

   6.39% of the 13F portfolio, value $22,019,946.

   13F-HR 0001839122-26-000003 filed by Bouvel Investment Partners, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 237,842 shares

   Change vs previous 13F +85,742 shares

   6.38% of the 13F portfolio, value $22,138,333.

   13F-HR 0001839122-26-000001 filed by Bouvel Investment Partners, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 152,100 shares

   Change vs previous 13F +18,352 shares

   4.35% of the 13F portfolio, value $14,198,535.

   13F-HR 0001839122-25-000002 filed by Bouvel Investment Partners, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 133,748 shares

   Change vs previous 13F +9,989 shares

   4.17% of the 13F portfolio, value $12,328,891.

   13F-HR 0001085146-25-003772 filed by Bouvel Investment Partners, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 123,759 shares

   Change vs previous 13F +2,011 shares

   4.4% of the 13F portfolio, value $11,708,839.

   13F-HR 0001085146-25-002169 filed by Bouvel Investment Partners, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 121,748 shares

   Change vs previous 13F not available

   3.97% of the 13F portfolio, value $11,008,454.

   13F-HR 0001085146-25-000214 filed by Bouvel Investment Partners, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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