Bouvel Investment Partners, LLC: IVW position timeline

Bouvel Investment Partners, LLC held 31,048 IVW 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 31,048 shares

   Change vs previous 13F +1,206 shares

   1.02% of the 13F portfolio, value $4,416,888.

   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 29,842 shares

   Change vs previous 13F -1,351 shares

   0.93% of the 13F portfolio, value $4,104,170.

   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 31,193 shares

   Change vs previous 13F -631 shares

   1.02% of the 13F portfolio, value $3,528,240.

   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 31,824 shares

   Change vs previous 13F -1,435 shares

   1.13% of the 13F portfolio, value $3,922,626.

   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 33,259 shares

   Change vs previous 13F -1,095 shares

   1.23% of the 13F portfolio, value $4,015,026.

   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 34,354 shares

   Change vs previous 13F -3,830 shares

   1.28% of the 13F portfolio, value $3,782,375.

   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 38,184 shares

   Change vs previous 13F +1,050 shares

   1.37% of the 13F portfolio, value $3,656,118.

   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 37,134 shares

   Change vs previous 13F not available

   1.36% of the 13F portfolio, value $3,770,215.

   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).