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Disclosery

Invst, LLC: UNFI position timeline

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

Invst, LLC held 19,274 UNFI 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 19,274 shares
    Change vs previous 13F +2,964 shares

    0.09% of the 13F portfolio, value $880,244.

    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 16,310 shares
    Change vs previous 13F +2,449 shares

    0.08% of the 13F portfolio, value $734,929.

    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 13,861 shares
    Change vs previous 13F -23,429 shares

    0.05% of the 13F portfolio, value $466,700.

    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 37,290 shares
    Change vs previous 13F -5,717 shares

    0.16% of the 13F portfolio, value $1,402,850.

    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 43,007 shares
    Change vs previous 13F -10,669 shares

    0.12% of the 13F portfolio, value $1,002,493.

    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 53,676 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,470,186.

    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).