Advertisement
Screener

Invst, LLC Last Quarter Change: Foreign Bonds: Other Debt, Unchanged

Invst, LLC quarter change: Foreign Bonds: Other Debt, Unchanged

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Invst, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1867587): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
NWF Advisory Services Inc.United States$0.886B411
McGuire Investment Group, LLCUnited States$0.885B121
GRIFFIN ASSET MANAGEMENT, INC.United States$0.887B228
Grove Bank & TrustUnited States$0.884B1,007
Motley Fool Wealth Management, LLCUnited States$0.884B124
HOWARD FINANCIAL SERVICES, LTD.United States$0.888B223
Bedel Financial Consulting, Inc.United States$0.888B300
FJ Capital Management LLCUnited States$0.888B126
SHEETS SMITH WEALTH MANAGEMENTUnited States$0.888B393
FOUNDATION RESOURCE MANAGEMENT INCUnited States$0.889B55