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Disclosery

Finivi Inc.: B position timeline

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

Finivi Inc. held 47,235 B 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 47,235 shares
    Change vs previous 13F -4,359 shares

    0.89% of the 13F portfolio, value $1,734,942.

    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 51,594 shares
    Change vs previous 13F +4,267 shares

    1.15% of the 13F portfolio, value $2,104,519.

    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 47,327 shares
    Change vs previous 13F -1,440 shares

    1.19% of the 13F portfolio, value $2,061,089.

    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 48,767 shares
    Change vs previous 13F -8,061 shares

    1.02% of the 13F portfolio, value $1,598,110.

    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 56,828 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,183,169.

    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).