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Two West Capital Advisors LLC: DFSD position timeline

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

Two West Capital Advisors LLC held 22,012 DFSD 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 22,012 shares
    Change vs previous 13F -1,809 shares

    0.52% of the 13F portfolio, value $1,049,107.

    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 23,821 shares
    Change vs previous 13F +9,513 shares

    0.6% of the 13F portfolio, value $1,138,989.

    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 14,308 shares
    Change vs previous 13F +1,011 shares

    0.4% of the 13F portfolio, value $686,065.

    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 13,297 shares
    Change vs previous 13F -203 shares

    0.39% of the 13F portfolio, value $642,780.

    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 13,500 shares
    Change vs previous 13F -4,319 shares

    0.42% of the 13F portfolio, value $646,777.

    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 17,819 shares
    Change vs previous 13F -1,494 shares

    0.7% of the 13F portfolio, value $839,084.

    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 19,313 shares
    Change vs previous 13F +6,114 shares

    0.78% of the 13F portfolio, value $905,376.

    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 13,199 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $630,114.

    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).