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Disclosery

Invst, LLC: VBR position timeline

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

Invst, LLC held 1,491 VBR 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 1,491 shares
    Change vs previous 13F -383 shares

    0.04% of the 13F portfolio, value $362,233.

    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 1,874 shares
    Change vs previous 13F +232 shares

    0.05% of the 13F portfolio, value $407,234.

    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 1,642 shares
    Change vs previous 13F -164 shares

    0.04% of the 13F portfolio, value $347,800.

    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 1,806 shares
    Change vs previous 13F -4,356 shares

    0.04% of the 13F portfolio, value $376,949.

    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 6,162 shares
    Change vs previous 13F -54 shares

    0.15% of the 13F portfolio, value $1,201,743.

    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 6,216 shares
    Change vs previous 13F -25,545 shares

    0.16% of the 13F portfolio, value $1,157,945.

    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 31,761 shares
    Change vs previous 13F +583 shares

    0.77% of the 13F portfolio, value $6,294,405.

    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 31,178 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,259,945.

    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).