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Disclosery

Invst, LLC: HYG position timeline

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

Invst, LLC held 259,299 HYG 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 259,299 shares
    Change vs previous 13F +28,075 shares

    2.02% of the 13F portfolio, value $20,736,168.

    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 231,224 shares
    Change vs previous 13F +16,728 shares

    2.08% of the 13F portfolio, value $18,396,156.

    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 214,496 shares
    Change vs previous 13F +11,129 shares

    1.88% of the 13F portfolio, value $17,294,782.

    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 203,367 shares
    Change vs previous 13F +199,734 shares

    1.88% of the 13F portfolio, value $16,511,330.

    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 3,633 shares
    Change vs previous 13F -238,192 shares

    0.04% of the 13F portfolio, value $293,023.

    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 241,825 shares
    Change vs previous 13F +16,173 shares

    2.6% of the 13F portfolio, value $19,077,596.

    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 225,652 shares
    Change vs previous 13F +218,265 shares

    2.16% of the 13F portfolio, value $17,747,530.

    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 7,387 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $593,210.

    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).