Wellington Reports 7.02% Stake in Investar (965,080)

Wellington Management entities reported beneficial ownership of 965,080 shares of Investar Holding Corporation common stock, representing 7.02% of the class as of 03/31/2026.

Rhea-AI Filing Summary

Wellington Management entities reported beneficial ownership of 965,080 shares of Investar Holding Corporation common stock, representing 7.02% of the class as of 03/31/2026. The Schedule 13G/A lists shared voting and dispositive power of 965,080 shares across four Wellington entities and states these securities are owned of record by clients of the Wellington investment advisers. The filing identifies the issuer CUSIP as 46134L105 and provides Wellington's Boston address. The filing is signed by Matthew Revell as Compliance Manager on 05/15/2026.

Insights

Institutional Ownership Analyst

Wellington reports a 7.02% passive holding across related entities.

Wellington Management Group LLP and affiliated holding companies report beneficial ownership of 965,080 shares, with shared voting and dispositive power noted on the cover pages. The filing states these shares are owned of record by clients of Wellington investment advisers.

Because this is a Schedule 13G/A amendment reporting passive ownership, the filing is administrative in nature; subsequent filings would show any material changes in voting stance or ownership percentage.

Corporate Governance Specialist

Ownership is reported through a parent/affiliate structure with delegated adviser relationships.

The filing lists multiple related entities (holding companies and investment advisers) and describes direct or indirect record ownership by clients of the Wellington Investment Advisers. Item 6 clarifies no single client is known to hold more than 5% of the class.

Signatures and corporate addresses are provided; the filing preserves standard disclosures about shared power and record ownership. Further changes would appear in later amendments.

Key Figures

Beneficial ownership: 965,080 shares Percent of class: 7.02% CUSIP: 46134L105 +2 more

5 metrics

Beneficial ownership 965,080 shares reported as of 03/31/2026

Percent of class 7.02% percent of common stock class

CUSIP 46134L105 Investar Holding Corporation common stock

Filing type Schedule 13G/A (Amendment No. 1) ownership disclosure amendment

Signature date 05/15/2026 signed by Matthew Revell, Compliance Manager

Key Terms

beneficial ownership, shared dispositive power, Schedule 13G/A, owned of record by clients

4 terms

beneficial ownership regulatory

"Amount beneficially owned: See the responses to Item 9"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

shared dispositive power regulatory

"Shared Dispositive Power 965,080.00"

Schedule 13G/A regulatory

"(Amendment No. 1 ) Investar Holding Corporation"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

owned of record by clients other

"The securities as to which this Schedule is filed are owned of record by clients"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Wellington Management report in Investar (ISTR)?

Wellington reports beneficial ownership of 965,080 shares, equal to 7.02% of Investar's common stock. The amount and percentage are shown on the Schedule 13G/A cover pages dated 03/31/2026 and signed on 05/15/2026.

Which Wellington entities are named on the Schedule 13G/A for ISTR?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. Addresses and citizenship for each entity are shown on the cover pages.

Does the filing indicate sole voting or dispositive power for Wellington?

The filing reports 0 shares of sole voting and sole dispositive power and lists 965,080 shares of shared voting and shared dispositive power. Those shared powers are shown on the attached cover-page responses.

Are the shares owned directly by Wellington or on behalf of clients?

The Schedule states the securities are owned of record by clients of the Wellington Investment Advisers and that the advisers control voting/dispositive power for those client accounts. Item 6 notes no client is known to hold over 5% of the class.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/15/2026 - 07:24 AM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Investar Holding Corporation

(Name of Issuer)

Common Stock

(Title of Class of Securities)

46134L105

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 46134L105

1

Names of Reporting Persons

Wellington Management Group LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 965,080.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 965,080.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

965,080.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.0 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 46134L105

1

Names of Reporting Persons

Wellington Group Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 965,080.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 965,080.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

965,080.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.0 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 46134L105

1

Names of Reporting Persons

Wellington Investment Advisors Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 965,080.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 965,080.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

965,080.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.0 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 46134L105

1

Names of Reporting Persons

Wellington Management Company LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 965,080.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 965,080.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

965,080.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.0 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Investar Holding Corporation
(b)	Address of issuer's principal executive offices: 10500 Coursey Blvd, Baton Rouge LA 70816
Item 2.
(a)	Name of person filing: Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP Wellington Management Company LLP
(b)	Address or principal business office or, if none, residence: c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)	Citizenship: Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware Wellington Management Company LLP - Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 46134L105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the responses to Item 9 on the attached cover pages.
(b)	Percent of class: 7.02 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: See the responses to Item 6 on the attached cover pages.
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: See the responses to Item 8 on the attached cover pages.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows: Not Applicable.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G. Wellington Group Holdings LLP - HC Wellington Investment Advisors LLP - HC Wellington Management Global Holdings, Ltd. - HC One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP - IA Wellington Management Canada LLC - IA Wellington Management Singapore Pte Ltd - IA Wellington Management Hong Kong Ltd - IA Wellington Management International Ltd - IA Wellington Management Japan Pte Ltd - IA Wellington Management Australia Pty Ltd - IA The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Wellington Management Group LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/15/2026

Wellington Group Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/15/2026

Wellington Investment Advisors Holdings LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/15/2026

Wellington Management Company LLP

Signature:	Matthew Revell
Name/Title:	Compliance Manager
Date:	05/15/2026