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Two West Capital Advisors LLC: IVW position timeline

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

Two West Capital Advisors LLC held 23,119 IVW 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 23,119 shares
    Change vs previous 13F +3,448 shares

    1.55% of the 13F portfolio, value $3,113,887.

    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 19,671 shares
    Change vs previous 13F +3,690 shares

    1.34% of the 13F portfolio, value $2,534,630.

    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 15,981 shares
    Change vs previous 13F +881 shares

    1.14% of the 13F portfolio, value $1,969,788.

    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 15,100 shares
    Change vs previous 13F +332 shares

    1.12% of the 13F portfolio, value $1,852,262.

    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 14,768 shares
    Change vs previous 13F +4,403 shares

    1.1% of the 13F portfolio, value $1,681,449.

    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 10,365 shares
    Change vs previous 13F +2,736 shares

    0.78% of the 13F portfolio, value $936,918.

    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 7,629 shares
    Change vs previous 13F +851 shares

    0.66% of the 13F portfolio, value $774,592.

    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 6,778 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $649,004.

    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).