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Disclosery

Invst, LLC: IUSB position timeline

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

Invst, LLC held 616,039 IUSB 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 616,039 shares
    Change vs previous 13F +174,282 shares

    2.77% of the 13F portfolio, value $28,430,179.

    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 441,757 shares
    Change vs previous 13F -12,184 shares

    2.31% of the 13F portfolio, value $20,404,754.

    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 453,941 shares
    Change vs previous 13F -39,740 shares

    2.3% of the 13F portfolio, value $21,126,434.

    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 493,681 shares
    Change vs previous 13F -102,575 shares

    2.62% of the 13F portfolio, value $23,059,833.

    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 596,256 shares
    Change vs previous 13F +30,392 shares

    3.43% of the 13F portfolio, value $27,564,908.

    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 565,864 shares
    Change vs previous 13F -339,517 shares

    3.56% of the 13F portfolio, value $26,075,013.

    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 905,381 shares
    Change vs previous 13F -83,412 shares

    4.97% of the 13F portfolio, value $40,923,203.

    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 988,793 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $46,591,904.

    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).