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Disclosery

Invst, LLC: BALI position timeline

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

Invst, LLC held 44,997 BALI 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 44,997 shares
    Change vs previous 13F +16,595 shares

    0.15% of the 13F portfolio, value $1,522,244.

    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 28,402 shares
    Change vs previous 13F +469 shares

    0.1% of the 13F portfolio, value $875,062.

    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 27,933 shares
    Change vs previous 13F +81 shares

    0.1% of the 13F portfolio, value $884,913.

    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 27,852 shares
    Change vs previous 13F +3,885 shares

    0.1% of the 13F portfolio, value $884,020.

    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 23,967 shares
    Change vs previous 13F +10,370 shares

    0.09% of the 13F portfolio, value $721,646.

    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 13,597 shares
    Change vs previous 13F +1,151 shares

    0.05% of the 13F portfolio, value $391,458.

    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 12,446 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $376,492.

    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).