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Invst, LLC: MBB position timeline

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

Invst, LLC held 88,909 MBB 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 88,909 shares
    Change vs previous 13F +10,665 shares

    0.82% of the 13F portfolio, value $8,403,655.

    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 78,244 shares
    Change vs previous 13F -6,019 shares

    0.84% of the 13F portfolio, value $7,429,312.

    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 84,263 shares
    Change vs previous 13F -13,965 shares

    0.87% of the 13F portfolio, value $8,023,483.

    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 98,228 shares
    Change vs previous 13F -236 shares

    1.06% of the 13F portfolio, value $9,346,418.

    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 98,464 shares
    Change vs previous 13F +6,739 shares

    1.15% of the 13F portfolio, value $9,244,793.

    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 91,725 shares
    Change vs previous 13F -55,104 shares

    1.17% of the 13F portfolio, value $8,601,971.

    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 146,829 shares
    Change vs previous 13F +20,878 shares

    1.64% of the 13F portfolio, value $13,461,305.

    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 125,951 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $12,067,379.

    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).