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Disclosery

Invst, LLC: AAPL position timeline

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

Invst, LLC held 40,749 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,749 shares
    Change vs previous 13F -1,322 shares

    1.15% of the 13F portfolio, value $11,791,014.

    13F-HR 0001867587-26-000005 filed by Invst, 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 42,071 shares
    Change vs previous 13F +670 shares

    1.21% of the 13F portfolio, value $10,677,086.

    13F-HR 0001867587-26-000004 filed by Invst, 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 41,401 shares
    Change vs previous 13F +506 shares

    1.22% of the 13F portfolio, value $11,255,288.

    13F-HR 0001867587-26-000002 filed by Invst, 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 40,895 shares
    Change vs previous 13F -5,244 shares

    1.18% of the 13F portfolio, value $10,413,122.

    13F-HR 0001867587-26-000001 filed by Invst, 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 46,139 shares
    Change vs previous 13F +4,597 shares

    1.18% of the 13F portfolio, value $9,466,421.

    13F-HR 0001867587-25-000005 filed by Invst, 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 41,542 shares
    Change vs previous 13F -5,493 shares

    1.26% of the 13F portfolio, value $9,227,823.

    13F-HR 0001867587-25-000003 filed by Invst, 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 47,035 shares
    Change vs previous 13F +1,069 shares

    1.43% of the 13F portfolio, value $11,778,412.

    13F-HR 0001867587-25-000002 filed by Invst, 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 45,966 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $10,709,978.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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