Skip to content
Disclosery

Invst, LLC: IVW position timeline

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

Invst, LLC held 122,333 IVW 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 122,333 shares
    Change vs previous 13F -1,197 shares

    1.64% of the 13F portfolio, value $16,824,435.

    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 123,530 shares
    Change vs previous 13F -1,851 shares

    1.58% of the 13F portfolio, value $13,972,492.

    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 125,381 shares
    Change vs previous 13F -11,801 shares

    1.68% of the 13F portfolio, value $15,454,428.

    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 137,182 shares
    Change vs previous 13F -6,564 shares

    1.88% of the 13F portfolio, value $16,560,596.

    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 143,746 shares
    Change vs previous 13F +2,047 shares

    1.97% of the 13F portfolio, value $15,826,386.

    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 141,699 shares
    Change vs previous 13F -96,916 shares

    1.8% of the 13F portfolio, value $13,153,944.

    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 238,615 shares
    Change vs previous 13F -5,646 shares

    2.94% of the 13F portfolio, value $24,226,610.

    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 244,261 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $23,388,008.

    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).