Invst, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invst, LLC on DIS, newest first. How the timeline and the estimate are built.
Invst, LLC held 17,545 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 17,545 sharesChange vs previous 13F +979 shares
0.16% of the 13F portfolio, value $1,688,663.
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 16,566 sharesChange vs previous 13F +5,407 shares
0.18% of the 13F portfolio, value $1,596,587.
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 11,159 sharesChange vs previous 13F -2,777 shares
0.14% of the 13F portfolio, value $1,269,537.
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 13,936 sharesChange vs previous 13F -62 shares
0.18% of the 13F portfolio, value $1,595,650.
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 13,998 sharesChange vs previous 13F +658 shares
0.22% of the 13F portfolio, value $1,735,833.
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 13,340 sharesChange vs previous 13F -4,882 shares
0.18% of the 13F portfolio, value $1,316,681.
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 18,222 sharesChange vs previous 13F +151 shares
0.25% of the 13F portfolio, value $2,028,987.
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 18,071 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $1,738,221.
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).