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Two West Capital Advisors LLC: DFCF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Two West Capital Advisors LLC on DFCF, newest first. How the timeline and the estimate are built.

Two West Capital Advisors LLC held 18,706 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,706 shares
    Change vs previous 13F -1,861 shares

    0.39% of the 13F portfolio, value $783,766.

    13F-HR 0002026617-26-000009 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,567 shares
    Change vs previous 13F +3,420 shares

    0.46% of the 13F portfolio, value $867,533.

    13F-HR 0002026617-26-000005 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,147 shares
    Change vs previous 13F +40 shares

    0.42% of the 13F portfolio, value $729,761.

    13F-HR 0002026617-26-000003 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,107 shares
    Change vs previous 13F +2,595 shares

    0.45% of the 13F portfolio, value $738,187.

    13F-HR 0002026617-25-000003 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,512 shares
    Change vs previous 13F -1,768 shares

    0.4% of the 13F portfolio, value $609,339.

    13F-HR 0001085146-25-004230 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,280 shares
    Change vs previous 13F -3,597 shares

    0.56% of the 13F portfolio, value $669,769.

    13F-HR 0001085146-25-002118 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,877 shares
    Change vs previous 13F -6,636 shares

    0.7% of the 13F portfolio, value $820,314.

    13F-HR 0001085146-25-000404 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,513 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,145,105.

    13F-HR 0001085146-24-004871 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).