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Disclosery

Invst, LLC: SPMO position timeline

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

Invst, LLC held 284,962 SPMO 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 284,962 shares
    Change vs previous 13F -25,828 shares

    4.49% of the 13F portfolio, value $46,032,798.

    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 310,790 shares
    Change vs previous 13F +3,972 shares

    3.94% of the 13F portfolio, value $34,842,618.

    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 306,818 shares
    Change vs previous 13F +25,006 shares

    3.98% of the 13F portfolio, value $36,609,529.

    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 281,812 shares
    Change vs previous 13F +134,973 shares

    3.88% of the 13F portfolio, value $34,116,103.

    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 146,839 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $16,515,005.

    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).