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RITHOLTZ WEALTH MANAGEMENT: INVA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on INVA, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 52,793 INVA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 52,793 shares
    Change vs previous 13F -387 shares

    0.02% of the 13F portfolio, value $1,198,929.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 53,180 shares
    Change vs previous 13F -817 shares

    0.02% of the 13F portfolio, value $1,239,094.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 53,997 shares
    Change vs previous 13F -15,830 shares

    0.02% of the 13F portfolio, value $1,079,400.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 69,827 shares
    Change vs previous 13F -19,535 shares

    0.02% of the 13F portfolio, value $1,274,343.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 89,362 shares
    Change vs previous 13F +12,990 shares

    0.04% of the 13F portfolio, value $1,795,283.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 76,372 shares
    Change vs previous 13F +1,933 shares

    0.04% of the 13F portfolio, value $1,384,624.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 74,439 shares
    Change vs previous 13F +2,782 shares

    0.04% of the 13F portfolio, value $1,291,517.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 71,657 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,383,697.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).