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Disclosery

Invst, LLC: DFSD position timeline

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

Invst, LLC held 117,299 DFSD 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 117,299 shares
    Change vs previous 13F +35,867 shares

    0.55% of the 13F portfolio, value $5,601,027.

    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 81,432 shares
    Change vs previous 13F +14,849 shares

    0.44% of the 13F portfolio, value $3,898,964.

    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 66,583 shares
    Change vs previous 13F +15,174 shares

    0.35% of the 13F portfolio, value $3,192,655.

    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 51,409 shares
    Change vs previous 13F +5,289 shares

    0.28% of the 13F portfolio, value $2,477,400.

    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 46,120 shares
    Change vs previous 13F +7,248 shares

    0.28% of the 13F portfolio, value $2,214,221.

    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 38,872 shares
    Change vs previous 13F +15,279 shares

    0.25% of the 13F portfolio, value $1,847,197.

    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 23,593 shares
    Change vs previous 13F +3,833 shares

    0.13% of the 13F portfolio, value $1,106,062.

    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 19,760 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $943,354.

    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).