Invst, LLC: DFAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invst, LLC on DFAI, newest first. How the timeline and the estimate are built.
Invst, LLC held 77,558 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 77,558 sharesChange vs previous 13F +9,297 shares
0.31% of the 13F portfolio, value $3,199,277.
13F-HR 0001867587-26-000005 filed by Invst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 68,261 sharesChange vs previous 13F +1,561 shares
0.3% of the 13F portfolio, value $2,659,438.
13F-HR 0001867587-26-000004 filed by Invst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 66,700 sharesChange vs previous 13F +8,709 shares
0.28% of the 13F portfolio, value $2,541,937.
13F-HR 0001867587-26-000002 filed by Invst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57,991 sharesChange vs previous 13F +8,653 shares
0.24% of the 13F portfolio, value $2,107,973.
13F-HR 0001867587-26-000001 filed by Invst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 49,338 sharesChange vs previous 13F +8,892 shares
0.21% of the 13F portfolio, value $1,705,615.
13F-HR 0001867587-25-000005 filed by Invst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,446 sharesChange vs previous 13F +7,337 shares
0.17% of the 13F portfolio, value $1,263,129.
13F-HR 0001867587-25-000003 filed by Invst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,109 sharesChange vs previous 13F +8,240 shares
0.12% of the 13F portfolio, value $966,783.
13F-HR 0001867587-25-000002 filed by Invst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,869 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $790,337.
13F-HR 0001867587-24-000004 filed by Invst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).