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Disclosery

Invst, LLC: XLF position timeline

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

Invst, LLC held 48,157 XLF 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 48,157 shares
    Change vs previous 13F -8,487 shares

    0.25% of the 13F portfolio, value $2,581,675.

    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 56,644 shares
    Change vs previous 13F -16,023 shares

    0.32% of the 13F portfolio, value $2,796,533.

    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 72,667 shares
    Change vs previous 13F +2,715 shares

    0.43% of the 13F portfolio, value $3,979,954.

    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 69,952 shares
    Change vs previous 13F +28,858 shares

    0.43% of the 13F portfolio, value $3,768,298.

    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 41,094 shares
    Change vs previous 13F -8,685 shares

    0.27% of the 13F portfolio, value $2,152,116.

    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 49,779 shares
    Change vs previous 13F +1,478 shares

    0.34% of the 13F portfolio, value $2,479,490.

    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 48,301 shares
    Change vs previous 13F +16,600 shares

    0.28% of the 13F portfolio, value $2,334,405.

    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 31,701 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,436,702.

    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).