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Disclosery

Invst, LLC: BIV position timeline

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

Invst, LLC held 0 BIV shares at 2025-06-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -44,738 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 44,738 shares
    Change vs previous 13F -6,857 shares

    0.47% of the 13F portfolio, value $3,425,595.

    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).

  3. period ended2024-12-31
    13F 51,595 shares
    Change vs previous 13F -340 shares

    0.47% of the 13F portfolio, value $3,855,685.

    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).

  4. period ended2024-09-30
    13F 51,935 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,070,107.

    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).