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Bouvel Investment Partners, LLC: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bouvel Investment Partners, LLC on ITOT, newest first. How the timeline and the estimate are built.

Bouvel Investment Partners, LLC held 18,341 ITOT 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 18,341 shares
    Change vs previous 13F +2,127 shares

    0.7% of the 13F portfolio, value $3,049,741.

    13F-HR 0001839122-26-000009 filed by Bouvel Investment Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,214 shares
    Change vs previous 13F +1,771 shares

    0.6% of the 13F portfolio, value $2,663,474.

    13F-HR 0001839122-26-000006 filed by Bouvel Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,443 shares
    Change vs previous 13F +4,002 shares

    0.6% of the 13F portfolio, value $2,057,116.

    13F-HR 0001839122-26-000003 filed by Bouvel Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,441 shares
    Change vs previous 13F +1,253 shares

    0.45% of the 13F portfolio, value $1,552,472.

    13F-HR 0001839122-26-000001 filed by Bouvel Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,188 shares
    Change vs previous 13F -232 shares

    0.41% of the 13F portfolio, value $1,338,232.

    13F-HR 0001839122-25-000002 filed by Bouvel Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,420 shares
    Change vs previous 13F +1,710 shares

    0.43% of the 13F portfolio, value $1,272,077.

    13F-HR 0001085146-25-003772 filed by Bouvel Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,710 shares
    Change vs previous 13F +580 shares

    0.36% of the 13F portfolio, value $968,530.

    13F-HR 0001085146-25-002169 filed by Bouvel Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,130 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $917,061.

    13F-HR 0001085146-25-000214 filed by Bouvel Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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