13F Filings History of InvesTrust

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$258,619,850
Signature - Title
Shannon Carter - Compliance Officer
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent 13F filings made by InvesTrust. Form 13F is required to be filed within 45 days of the end of a calendar quarter. InvesTrust reported 94 stock holdings with total value $258,619,850 as of Q4 2025. Top holdings included VOO, VEA, MSFT, IBDS, and IBDR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 94 $258,619,850 +$4,383,592 -$24,345,606 -$19,962,014 VOO, VEA, MSFT, IBDS, IBDR 13F-HR 14 Jan 2026, 08:14
Q3 2025 95 $273,053,698 +$3,344,333 -$1,577,567 +$1,766,766 VOO, VEA, MSFT, IBDS, IBDR 13F-HR 02 Oct 2025, 17:00
Q2 2025 94 $259,144,051 +$23,078,462 -$144,487,692 -$121,409,230 VOO, MSFT, VEA, IBDR, IBDS 13F-HR 02 Jul 2025, 14:59
Q1 2025 91 $365,589,066 +$7,770,059 -$6,248,402 +$1,521,657 MSFT, VEA, JPM, AAPL, PM 13F-HR 09 Apr 2025, 15:51
Q4 2024 94 $359,562,402 $0 $0 $0 MSFT, AAPL, JPM, VEA, LLY 13F-HR 08 Jan 2025, 13:47