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Disclosery

Invst, LLC: ITOT position timeline

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

Invst, LLC held 10,972 ITOT 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 10,972 shares
    Change vs previous 13F +9,322 shares

    0.18% of the 13F portfolio, value $1,802,370.

    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 1,650 shares
    Change vs previous 13F -8,997 shares

    0.03% of the 13F portfolio, value $235,010.

    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 10,647 shares
    Change vs previous 13F -707 shares

    0.17% of the 13F portfolio, value $1,583,102.

    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 11,354 shares
    Change vs previous 13F -4,249 shares

    0.19% of the 13F portfolio, value $1,653,710.

    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 15,603 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,107,073.

    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).