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INVICTUS PRIVATE WEALTH, LLC: TEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVICTUS PRIVATE WEALTH, LLC on TEI, newest first. How the timeline and the estimate are built.

INVICTUS PRIVATE WEALTH, LLC held 113,376 TEI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,376 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $764,152.

    13F-HR 0001172661-26-002832 filed by INVICTUS PRIVATE WEALTH, 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 113,376 shares
    Change vs previous 13F +2,444 shares

    0.04% of the 13F portfolio, value $681,391.

    13F-HR 0001172661-26-001764 filed by INVICTUS PRIVATE WEALTH, 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 110,932 shares
    Change vs previous 13F +2,397 shares

    0.04% of the 13F portfolio, value $715,512.

    13F-HR 0001172661-26-000744 filed by INVICTUS PRIVATE WEALTH, 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 108,535 shares
    Change vs previous 13F -5,667 shares

    0.04% of the 13F portfolio, value $672,922.

    13F-HR 0001172661-25-004671 filed by INVICTUS PRIVATE WEALTH, 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 114,202 shares
    Change vs previous 13F +14,468 shares

    0.05% of the 13F portfolio, value $685,210.

    13F-HR 0001172661-25-002723 filed by INVICTUS PRIVATE WEALTH, 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 99,734 shares
    Change vs previous 13F +2,572 shares

    0.04% of the 13F portfolio, value $536,568.

    13F-HR 0001172661-25-001619 filed by INVICTUS PRIVATE WEALTH, 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 97,162 shares
    Change vs previous 13F +2,545 shares

    0.04% of the 13F portfolio, value $498,442.

    13F-HR 0001172661-25-001069 filed by INVICTUS PRIVATE WEALTH, 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 94,617 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $551,619.

    13F-HR 0001172661-24-004409 filed by INVICTUS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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