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Two West Capital Advisors LLC: IVE position timeline

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

Two West Capital Advisors LLC held 11,481 IVE 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 11,481 shares
    Change vs previous 13F -72 shares

    1.31% of the 13F portfolio, value $2,637,425.

    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 11,553 shares
    Change vs previous 13F +743 shares

    1.35% of the 13F portfolio, value $2,552,190.

    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 10,810 shares
    Change vs previous 13F +3,764 shares

    1.33% of the 13F portfolio, value $2,292,547.

    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 7,046 shares
    Change vs previous 13F +314 shares

    0.89% of the 13F portfolio, value $1,478,773.

    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 6,732 shares
    Change vs previous 13F +3,358 shares

    0.88% of the 13F portfolio, value $1,350,307.

    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 3,374 shares
    Change vs previous 13F +1,569 shares

    0.5% of the 13F portfolio, value $601,612.

    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 1,805 shares
    Change vs previous 13F +399 shares

    0.3% of the 13F portfolio, value $344,538.

    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 1,406 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $277,221.

    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).