Bouvel Investment Partners, LLC: IWF position timeline

Bouvel Investment Partners, LLC held 38,333 IWF 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 38,333 shares

   Change vs previous 13F +38 shares

   1.11% of the 13F portfolio, value $4,801,592.

   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 38,295 shares

   Change vs previous 13F +28,690 shares

   1.08% of the 13F portfolio, value $4,755,090.

   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 9,605 shares

   Change vs previous 13F -421 shares

   1.19% of the 13F portfolio, value $4,095,572.

   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 10,026 shares

   Change vs previous 13F -162 shares

   1.37% of the 13F portfolio, value $4,745,306.

   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 10,188 shares

   Change vs previous 13F not available

   1.46% of the 13F portfolio, value $4,772,161.

   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).