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Disclosery

Finivi Inc.: AIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Finivi Inc. on AIT, newest first. How the timeline and the estimate are built.

Finivi Inc. held 715 AIT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 715 shares
    Change vs previous 13F -84 shares

    0.12% of the 13F portfolio, value $241,820.

    13F-HR 0002085853-26-000668 filed by Finivi Inc.
    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 799 shares
    Change vs previous 13F -71 shares

    0.12% of the 13F portfolio, value $212,021.

    13F-HR 0002085853-26-000338 filed by Finivi Inc.
    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 870 shares
    Change vs previous 13F +28 shares

    0.13% of the 13F portfolio, value $223,300.

    13F-HR 0002085853-26-000104 filed by Finivi Inc.
    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 842 shares
    Change vs previous 13F -40 shares

    0.14% of the 13F portfolio, value $219,911.

    13F-HR 0002085853-25-000310 filed by Finivi Inc.
    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 882 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $205,099.

    13F-HR 0002085853-25-000309 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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