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Disclosery

Invst, LLC: XES position timeline

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

Invst, LLC held 14,676 XES 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 14,676 shares
    Change vs previous 13F -896 shares

    0.16% of the 13F portfolio, value $1,644,920.

    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 15,572 shares
    Change vs previous 13F -765 shares

    0.2% of the 13F portfolio, value $1,811,535.

    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 16,337 shares
    Change vs previous 13F -119 shares

    0.15% of the 13F portfolio, value $1,339,114.

    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 16,456 shares
    Change vs previous 13F +215 shares

    0.14% of the 13F portfolio, value $1,190,618.

    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 16,241 shares
    Change vs previous 13F +107 shares

    0.13% of the 13F portfolio, value $1,030,307.

    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 16,134 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,151,354.

    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).