Skip to content
Disclosery

Invst, LLC: LQD position timeline

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

Invst, LLC held 217,669 LQD 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 217,669 shares
    Change vs previous 13F +21,676 shares

    2.31% of the 13F portfolio, value $23,741,173.

    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 195,993 shares
    Change vs previous 13F +50,410 shares

    2.42% of the 13F portfolio, value $21,361,320.

    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 145,583 shares
    Change vs previous 13F +115,340 shares

    1.74% of the 13F portfolio, value $16,041,832.

    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 30,243 shares
    Change vs previous 13F +4,567 shares

    0.38% of the 13F portfolio, value $3,371,234.

    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 25,676 shares
    Change vs previous 13F -3,688 shares

    0.35% of the 13F portfolio, value $2,814,392.

    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 29,364 shares
    Change vs previous 13F +173 shares

    0.44% of the 13F portfolio, value $3,191,597.

    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 29,191 shares
    Change vs previous 13F -182,386 shares

    0.38% of the 13F portfolio, value $3,118,764.

    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 211,577 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $23,903,969.

    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).