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Disclosery

INVESTED ADVISORS: F position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTED ADVISORS on F, newest first. How the timeline and the estimate are built.

INVESTED ADVISORS held 26,403 F shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,403 shares
    Change vs previous 13F -29 shares

    0.32% of the 13F portfolio, value $367,002.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    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 26,432 shares
    Change vs previous 13F -70 shares

    0.31% of the 13F portfolio, value $305,025.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    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 26,502 shares
    Change vs previous 13F +4,263 shares

    0.36% of the 13F portfolio, value $347,706.

    13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
    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 22,239 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $216,608.

    13F-HR 0002090165-25-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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