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Disclosery

Invst, LLC: VLUE position timeline

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

Invst, LLC held 7,576 VLUE 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 7,576 shares
    Change vs previous 13F -506 shares

    0.15% of the 13F portfolio, value $1,513,826.

    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 8,082 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,149,180.

    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).