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Disclosery

Invst, LLC: DFAU position timeline

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

Invst, LLC held 202,649 DFAU 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 202,649 shares
    Change vs previous 13F +21,408 shares

    1.02% of the 13F portfolio, value $10,474,905.

    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 181,241 shares
    Change vs previous 13F +10,705 shares

    0.92% of the 13F portfolio, value $8,177,611.

    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 170,536 shares
    Change vs previous 13F +21,483 shares

    0.87% of the 13F portfolio, value $7,981,085.

    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 149,053 shares
    Change vs previous 13F +21,788 shares

    0.78% of the 13F portfolio, value $6,820,665.

    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 127,265 shares
    Change vs previous 13F +24,508 shares

    0.67% of the 13F portfolio, value $5,390,945.

    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 102,757 shares
    Change vs previous 13F +19,846 shares

    0.54% of the 13F portfolio, value $3,949,979.

    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 82,911 shares
    Change vs previous 13F +18,055 shares

    0.41% of the 13F portfolio, value $3,357,069.

    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 64,856 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,574,136.

    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).