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Disclosery

Invst, LLC: IYW position timeline

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

Invst, LLC held 0 IYW shares at 2025-09-30 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -29,025 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 29,025 shares
    Change vs previous 13F -1,042 shares

    0.63% of the 13F portfolio, value $5,029,191.

    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).

  3. period ended2025-03-31
    13F 30,067 shares
    Change vs previous 13F -20,932 shares

    0.58% of the 13F portfolio, value $4,222,629.

    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).

  4. period ended2024-12-31
    13F 50,999 shares
    Change vs previous 13F -1,069 shares

    0.99% of the 13F portfolio, value $8,135,384.

    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).

  5. period ended2024-09-30
    13F 52,068 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $7,894,571.

    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).