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Disclosery

Invst, LLC: SCHF position timeline

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

Invst, LLC held 778,497 SCHF 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 778,497 shares
    Change vs previous 13F +32,260 shares

    2.1% of the 13F portfolio, value $21,564,375.

    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 746,237 shares
    Change vs previous 13F -1,037 shares

    2.09% of the 13F portfolio, value $18,469,363.

    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 747,274 shares
    Change vs previous 13F +27,672 shares

    1.95% of the 13F portfolio, value $17,964,464.

    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 719,602 shares
    Change vs previous 13F +91,066 shares

    1.9% of the 13F portfolio, value $16,752,337.

    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 628,536 shares
    Change vs previous 13F +32,669 shares

    1.73% of the 13F portfolio, value $13,890,648.

    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 595,867 shares
    Change vs previous 13F +161,938 shares

    1.61% of the 13F portfolio, value $11,786,243.

    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 433,929 shares
    Change vs previous 13F +218,450 shares

    0.98% of the 13F portfolio, value $8,027,689.

    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 215,479 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $8,860,485.

    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).