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Disclosery

Invst, LLC: VNQ position timeline

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

Invst, LLC held 4,512 VNQ 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 4,512 shares
    Change vs previous 13F +105 shares

    0.04% of the 13F portfolio, value $435,044.

    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 4,407 shares
    Change vs previous 13F -81 shares

    0.04% of the 13F portfolio, value $390,918.

    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 4,488 shares
    Change vs previous 13F -596 shares

    0.04% of the 13F portfolio, value $397,129.

    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 5,084 shares
    Change vs previous 13F -13,794 shares

    0.05% of the 13F portfolio, value $464,745.

    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 18,878 shares
    Change vs previous 13F -852 shares

    0.21% of the 13F portfolio, value $1,681,290.

    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 19,730 shares
    Change vs previous 13F -89,333 shares

    0.24% of the 13F portfolio, value $1,786,373.

    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 109,063 shares
    Change vs previous 13F +918 shares

    1.18% of the 13F portfolio, value $9,715,309.

    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 108,145 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $10,535,477.

    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).