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Invst, LLC: CLS position timeline

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

Invst, LLC held 10,061 CLS 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 10,061 shares
    Change vs previous 13F +322 shares

    0.36% of the 13F portfolio, value $3,670,181.

    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 9,739 shares
    Change vs previous 13F -3,662 shares

    0.31% of the 13F portfolio, value $2,743,226.

    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 13,401 shares
    Change vs previous 13F +267 shares

    0.43% of the 13F portfolio, value $3,961,411.

    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 13,134 shares
    Change vs previous 13F +271 shares

    0.37% of the 13F portfolio, value $3,235,906.

    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 12,863 shares
    Change vs previous 13F -747 shares

    0.25% of the 13F portfolio, value $2,008,012.

    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 13,610 shares
    Change vs previous 13F +2,367 shares

    0.15% of the 13F portfolio, value $1,072,589.

    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 11,243 shares
    Change vs previous 13F +1,174 shares

    0.13% of the 13F portfolio, value $1,037,711.

    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 10,069 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $514,727.

    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).