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Disclosery

Invst, LLC: DFAE position timeline

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

Invst, LLC held 36,075 DFAE 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 36,075 shares
    Change vs previous 13F +2,944 shares

    0.14% of the 13F portfolio, value $1,450,569.

    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 33,131 shares
    Change vs previous 13F +624 shares

    0.13% of the 13F portfolio, value $1,121,811.

    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 32,507 shares
    Change vs previous 13F +4,428 shares

    0.12% of the 13F portfolio, value $1,058,761.

    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 28,079 shares
    Change vs previous 13F +3,467 shares

    0.1% of the 13F portfolio, value $885,324.

    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 24,612 shares
    Change vs previous 13F +4,842 shares

    0.09% of the 13F portfolio, value $712,525.

    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 19,770 shares
    Change vs previous 13F +3,999 shares

    0.07% of the 13F portfolio, value $511,838.

    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 15,771 shares
    Change vs previous 13F +3,523 shares

    0.05% of the 13F portfolio, value $400,100.

    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 12,248 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $335,723.

    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).