WBA WALGREENS BOOTS ALLIANCE INC

Ownership history in Invst, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Invst, LLC reported a position in WALGREENS BOOTS ALLIANCE INC (WBA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2022 Q2)
Avg. % of fund
0.09%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 63,858 +1,607 +2.6% 0.09% $733K
2025 Q1 ADDED 62,251 +44,989 +260.6% 0.09% $695K
2022 Q2 ADDED 17,262 +6,780 +64.7% 0.11% $689K
2022 Q1 ADDED 10,482 +115 +1.1% 0.08% $460K
2021 Q4 INITIATED 10,367 0.07% $471K
% of Fund (quarterly)

Other funds also holding WBA

As of 2025 Q4 — sorted by position size

BSN Capital Partners Ltd 3Y 0.01%
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