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Disclosery

Invst, LLC: SCHQ position timeline

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

Invst, LLC held 11,525 SCHQ 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 11,525 shares
    Change vs previous 13F -18,538 shares

    0.04% of the 13F portfolio, value $360,748.

    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 30,063 shares
    Change vs previous 13F -22,368 shares

    0.11% of the 13F portfolio, value $944,866.

    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 52,431 shares
    Change vs previous 13F +25,559 shares

    0.18% of the 13F portfolio, value $1,662,048.

    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 26,872 shares
    Change vs previous 13F -4,051 shares

    0.1% of the 13F portfolio, value $868,247.

    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 30,923 shares
    Change vs previous 13F -7,717 shares

    0.12% of the 13F portfolio, value $986,134.

    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 38,640 shares
    Change vs previous 13F +29,710 shares

    0.17% of the 13F portfolio, value $1,265,846.

    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 8,930 shares
    Change vs previous 13F -9,503 shares

    0.03% of the 13F portfolio, value $280,670.

    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 18,433 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $644,971.

    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).