Bouvel Investment Partners, LLC: SHY position timeline

Bouvel Investment Partners, LLC held 0 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -76,128 shares

   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).

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

2. period ended2026-03-31

   13F 76,128 shares

   Change vs previous 13F -1,676 shares

   1.82% of the 13F portfolio, value $6,285,889.

   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).

3. period ended2025-12-31

   13F 77,804 shares

   Change vs previous 13F +3,860 shares

   1.86% of the 13F portfolio, value $6,443,727.

   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).

4. period ended2025-09-30

   13F 73,944 shares

   Change vs previous 13F +48,463 shares

   1.88% of the 13F portfolio, value $6,134,394.

   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).

5. period ended2025-06-30

   13F 25,481 shares

   Change vs previous 13F not available

   0.71% of the 13F portfolio, value $2,111,356.

   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).