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Disclosery

InvesTrust: SBUX position timeline

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

InvesTrust held 21,883 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,883 shares
    Change vs previous 13F -450 shares

    0.86% of the 13F portfolio, value $2,236,223.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 22,333 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,000,813.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 22,333 shares
    Change vs previous 13F -846 shares

    0.73% of the 13F portfolio, value $1,880,661.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 23,179 shares
    Change vs previous 13F -19 shares

    0.72% of the 13F portfolio, value $1,960,943.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 23,198 shares
    Change vs previous 13F -42,077 shares

    0.82% of the 13F portfolio, value $2,125,633.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 65,275 shares
    Change vs previous 13F +389 shares

    1.75% of the 13F portfolio, value $6,402,825.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 64,886 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $5,906,887.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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