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Disclosery

Invst, LLC: IEF position timeline

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

Invst, LLC held 16,282 IEF 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 16,282 shares
    Change vs previous 13F +3,580 shares

    0.15% of the 13F portfolio, value $1,539,775.

    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 12,702 shares
    Change vs previous 13F +6,199 shares

    0.14% of the 13F portfolio, value $1,212,249.

    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 6,503 shares
    Change vs previous 13F -1,086 shares

    0.07% of the 13F portfolio, value $625,286.

    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 7,589 shares
    Change vs previous 13F +1,232 shares

    0.08% of the 13F portfolio, value $732,051.

    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 6,357 shares
    Change vs previous 13F +1,090 shares

    0.08% of the 13F portfolio, value $608,794.

    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 5,267 shares
    Change vs previous 13F -238 shares

    0.07% of the 13F portfolio, value $502,279.

    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 5,505 shares
    Change vs previous 13F -205,549 shares

    0.06% of the 13F portfolio, value $508,933.

    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 211,054 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $20,708,609.

    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).