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Bouvel Investment Partners, LLC: IWY position timeline

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

Bouvel Investment Partners, LLC held 0 IWY 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 0 shares
    Change vs previous 13F -8,254 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 8,254 shares
    Change vs previous 13F -13,340 shares

    0.54% of the 13F portfolio, value $2,398,777.

    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 21,594 shares
    Change vs previous 13F -946 shares

    1.56% of the 13F portfolio, value $5,373,451.

    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 22,540 shares
    Change vs previous 13F -252 shares

    1.8% of the 13F portfolio, value $6,242,228.

    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 22,792 shares
    Change vs previous 13F -654 shares

    1.91% of the 13F portfolio, value $6,237,031.

    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 23,446 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $5,779,673.

    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).