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Disclosery

Invst, LLC: IVV position timeline

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

Invst, LLC held 80,709 IVV 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 80,709 shares
    Change vs previous 13F +48,077 shares

    5.89% of the 13F portfolio, value $60,441,937.

    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 32,632 shares
    Change vs previous 13F +6,807 shares

    2.41% of the 13F portfolio, value $21,315,269.

    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 25,825 shares
    Change vs previous 13F -1,434 shares

    1.92% of the 13F portfolio, value $17,688,755.

    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 27,259 shares
    Change vs previous 13F +2,031 shares

    2.07% of the 13F portfolio, value $18,244,663.

    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 25,228 shares
    Change vs previous 13F -52,127 shares

    1.95% of the 13F portfolio, value $15,664,180.

    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 77,355 shares
    Change vs previous 13F -13,631 shares

    5.93% of the 13F portfolio, value $43,465,808.

    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 90,986 shares
    Change vs previous 13F -38,310 shares

    6.51% of the 13F portfolio, value $53,561,700.

    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 129,296 shares
    Change vs previous 13F not available

    9.03% of the 13F portfolio, value $74,580,518.

    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).