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Disclosery

Invst, LLC: POWL position timeline

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

Invst, LLC held 10,245 POWL 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 10,245 shares
    Change vs previous 13F +6,830 shares

    0.29% of the 13F portfolio, value $2,933,867.

    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 3,415 shares
    Change vs previous 13F -1,991 shares

    0.21% of the 13F portfolio, value $1,847,955.

    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 5,406 shares
    Change vs previous 13F -84 shares

    0.19% of the 13F portfolio, value $1,723,422.

    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 5,490 shares
    Change vs previous 13F +178 shares

    0.19% of the 13F portfolio, value $1,673,497.

    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 5,312 shares
    Change vs previous 13F -399 shares

    0.14% of the 13F portfolio, value $1,117,971.

    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 5,711 shares
    Change vs previous 13F +563 shares

    0.13% of the 13F portfolio, value $972,806.

    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 5,148 shares
    Change vs previous 13F +171 shares

    0.14% of the 13F portfolio, value $1,141,115.

    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 4,977 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,104,844.

    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).