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Disclosery

INVESTED ADVISORS: SUB position timeline

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

INVESTED ADVISORS held 44,469 SUB 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 44,469 shares
    Change vs previous 13F -1,020 shares

    4.19% of the 13F portfolio, value $4,734,640.

    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 45,489 shares
    Change vs previous 13F +2,296 shares

    4.89% of the 13F portfolio, value $4,844,604.

    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 43,193 shares
    Change vs previous 13F +2,593 shares

    4.77% of the 13F portfolio, value $4,608,718.

    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 40,600 shares
    Change vs previous 13F not available

    6.24% of the 13F portfolio, value $4,283,300.

    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).