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Invst, LLC: IXJ position timeline

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

Invst, LLC held 15,135 IXJ 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 15,135 shares
    Change vs previous 13F -483 shares

    0.15% of the 13F portfolio, value $1,488,945.

    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 15,618 shares
    Change vs previous 13F -836 shares

    0.17% of the 13F portfolio, value $1,460,937.

    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 16,454 shares
    Change vs previous 13F -73 shares

    0.17% of the 13F portfolio, value $1,602,667.

    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 16,527 shares
    Change vs previous 13F +352 shares

    0.17% of the 13F portfolio, value $1,464,627.

    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 16,175 shares
    Change vs previous 13F +217 shares

    0.17% of the 13F portfolio, value $1,392,510.

    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 15,958 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,455,383.

    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).