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Disclosery

Finivi Inc.: AUR position timeline

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

Finivi Inc. held 96,176 AUR 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 96,176 shares
    Change vs previous 13F -3,914 shares

    0.34% of the 13F portfolio, value $655,920.

    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 100,090 shares
    Change vs previous 13F -4,821 shares

    0.23% of the 13F portfolio, value $412,371.

    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 104,911 shares
    Change vs previous 13F +2,530 shares

    0.23% of the 13F portfolio, value $402,858.

    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 102,381 shares
    Change vs previous 13F -5 shares

    0.35% of the 13F portfolio, value $551,834.

    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 102,386 shares
    Change vs previous 13F +747 shares

    0.36% of the 13F portfolio, value $536,503.

    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).

  6. period ended2025-03-31
    13F 101,639 shares
    Change vs previous 13F +9,417 shares

    0.55% of the 13F portfolio, value $683,522.

    13F-HR 0002085853-25-000308 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).

  7. period ended2024-12-31
    13F 92,222 shares
    Change vs previous 13F -41,504 shares

    0.46% of the 13F portfolio, value $580,999.

    13F-HR 0002085853-25-000307 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).

  8. period ended2024-09-30
    13F 133,726 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $791,658.

    13F-HR 0002085853-25-000306 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).