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Disclosery

Invst, LLC: TFC position timeline

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

Invst, LLC held 15,500 TFC 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 15,500 shares
    Change vs previous 13F -88 shares

    0.08% of the 13F portfolio, value $772,235.

    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 15,588 shares
    Change vs previous 13F -484 shares

    0.08% of the 13F portfolio, value $716,587.

    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 16,072 shares
    Change vs previous 13F -1,132 shares

    0.09% of the 13F portfolio, value $790,891.

    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 17,204 shares
    Change vs previous 13F -394 shares

    0.09% of the 13F portfolio, value $786,584.

    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 17,598 shares
    Change vs previous 13F -362 shares

    0.09% of the 13F portfolio, value $756,537.

    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 17,960 shares
    Change vs previous 13F -523 shares

    0.1% of the 13F portfolio, value $739,034.

    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 18,483 shares
    Change vs previous 13F +93 shares

    0.1% of the 13F portfolio, value $801,777.

    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 18,390 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $786,532.

    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).