Skip to content
Disclosery

Invst, LLC: OUNZ position timeline

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

Invst, LLC held 18,042 OUNZ 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 18,042 shares
    Change vs previous 13F -393 shares

    0.07% of the 13F portfolio, value $696,241.

    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 18,435 shares
    Change vs previous 13F +5,179 shares

    0.09% of the 13F portfolio, value $830,497.

    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 13,256 shares
    Change vs previous 13F +400 shares

    0.06% of the 13F portfolio, value $549,859.

    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 12,856 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $478,115.

    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 12,856 shares
    Change vs previous 13F +1,932 shares

    0.05% of the 13F portfolio, value $409,978.

    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 10,924 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $329,249.

    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).