Skip to content
Disclosery

Invst, LLC: SHY position timeline

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

Invst, LLC held 7,761 SHY 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 7,761 shares
    Change vs previous 13F -180 shares

    0.06% of the 13F portfolio, value $637,282.

    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 7,941 shares
    Change vs previous 13F -762 shares

    0.07% of the 13F portfolio, value $655,715.

    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 8,703 shares
    Change vs previous 13F -1,560 shares

    0.08% of the 13F portfolio, value $720,809.

    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 10,263 shares
    Change vs previous 13F -185,332 shares

    0.1% of the 13F portfolio, value $851,445.

    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 195,595 shares
    Change vs previous 13F +185,947 shares

    2.02% of the 13F portfolio, value $16,207,015.

    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 9,648 shares
    Change vs previous 13F +6,233 shares

    0.11% of the 13F portfolio, value $798,179.

    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 3,415 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $279,962.

    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).