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Disclosery

Invst, LLC: DFAS position timeline

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

Invst, LLC held 177,551 DFAS 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 177,551 shares
    Change vs previous 13F +9,782 shares

    1.43% of the 13F portfolio, value $14,619,590.

    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 167,769 shares
    Change vs previous 13F -5,114 shares

    1.35% of the 13F portfolio, value $11,933,432.

    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 172,883 shares
    Change vs previous 13F +8,114 shares

    1.31% of the 13F portfolio, value $12,044,761.

    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 164,769 shares
    Change vs previous 13F +39,684 shares

    1.28% of the 13F portfolio, value $11,280,064.

    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 125,085 shares
    Change vs previous 13F +16,900 shares

    0.99% of the 13F portfolio, value $7,969,187.

    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 108,185 shares
    Change vs previous 13F -160,348 shares

    0.88% of the 13F portfolio, value $6,464,054.

    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 268,533 shares
    Change vs previous 13F +263,545 shares

    2.12% of the 13F portfolio, value $17,476,128.

    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 4,988 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $323,522.

    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).