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Disclosery

Invst, LLC: VIG position timeline

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

Invst, LLC held 5,018 VIG 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 5,018 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $1,187,474.

    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 5,012 shares
    Change vs previous 13F -811 shares

    0.12% of the 13F portfolio, value $1,077,783.

    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 5,823 shares
    Change vs previous 13F -65 shares

    0.14% of the 13F portfolio, value $1,279,734.

    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 5,888 shares
    Change vs previous 13F -39 shares

    0.14% of the 13F portfolio, value $1,270,561.

    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 5,927 shares
    Change vs previous 13F +664 shares

    0.15% of the 13F portfolio, value $1,213,094.

    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 5,263 shares
    Change vs previous 13F -224 shares

    0.14% of the 13F portfolio, value $1,020,973.

    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 5,487 shares
    Change vs previous 13F -354 shares

    0.13% of the 13F portfolio, value $1,074,611.

    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 5,841 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,156,906.

    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).