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Disclosery

Invst, LLC: PM position timeline

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

Invst, LLC held 4,681 PM 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 4,681 shares
    Change vs previous 13F -263 shares

    0.08% of the 13F portfolio, value $846,811.

    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 4,944 shares
    Change vs previous 13F -8,017 shares

    0.09% of the 13F portfolio, value $817,411.

    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 12,961 shares
    Change vs previous 13F +447 shares

    0.23% of the 13F portfolio, value $2,078,963.

    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 12,514 shares
    Change vs previous 13F +44 shares

    0.23% of the 13F portfolio, value $2,029,756.

    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 12,470 shares
    Change vs previous 13F -4,604 shares

    0.28% of the 13F portfolio, value $2,271,083.

    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 17,074 shares
    Change vs previous 13F +12,261 shares

    0.37% of the 13F portfolio, value $2,710,082.

    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 4,813 shares
    Change vs previous 13F +237 shares

    0.07% of the 13F portfolio, value $579,245.

    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 4,576 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $555,526.

    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).