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Disclosery

Invst, LLC: BRO position timeline

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

Invst, LLC held 22,274 BRO 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 22,274 shares
    Change vs previous 13F -5,747 shares

    0.14% of the 13F portfolio, value $1,428,877.

    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 28,021 shares
    Change vs previous 13F +3,849 shares

    0.21% of the 13F portfolio, value $1,827,249.

    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 24,172 shares
    Change vs previous 13F -1,871 shares

    0.21% of the 13F portfolio, value $1,926,508.

    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 26,043 shares
    Change vs previous 13F +16,228 shares

    0.28% of the 13F portfolio, value $2,442,573.

    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 9,815 shares
    Change vs previous 13F -312 shares

    0.14% of the 13F portfolio, value $1,088,189.

    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 10,127 shares
    Change vs previous 13F -247 shares

    0.17% of the 13F portfolio, value $1,259,799.

    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 10,374 shares
    Change vs previous 13F +396 shares

    0.13% of the 13F portfolio, value $1,058,355.

    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 9,978 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,033,721.

    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).