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Bouvel Investment Partners, LLC: TER position timeline

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

Bouvel Investment Partners, LLC held 13,048 TER 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 13,048 shares
    Change vs previous 13F -4,966 shares

    1.21% of the 13F portfolio, value $5,231,074.

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

  2. period ended2026-06-30
    13F 18,014 shares
    Change vs previous 13F -5,375 shares

    1.97% of the 13F portfolio, value $8,715,894.

    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 23,389 shares
    Change vs previous 13F +814 shares

    2.01% of the 13F portfolio, value $6,933,903.

    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 22,575 shares
    Change vs previous 13F -52 shares

    1.26% of the 13F portfolio, value $4,369,617.

    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 22,627 shares
    Change vs previous 13F +444 shares

    0.95% of the 13F portfolio, value $3,114,380.

    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 22,183 shares
    Change vs previous 13F -346 shares

    0.67% of the 13F portfolio, value $1,994,695.

    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 22,529 shares
    Change vs previous 13F -281 shares

    1.13% of the 13F portfolio, value $3,017,309.

    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 22,810 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,872,235.

    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).