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Disclosery

Finivi Inc.: C position timeline

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

Finivi Inc. held 23,604 C 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 23,604 shares
    Change vs previous 13F -1,727 shares

    1.69% of the 13F portfolio, value $3,303,577.

    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 25,331 shares
    Change vs previous 13F +1,531 shares

    1.57% of the 13F portfolio, value $2,872,732.

    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 23,800 shares
    Change vs previous 13F -594 shares

    1.61% of the 13F portfolio, value $2,777,197.

    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 24,394 shares
    Change vs previous 13F -3,044 shares

    1.58% of the 13F portfolio, value $2,475,962.

    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 27,438 shares
    Change vs previous 13F +611 shares

    1.58% of the 13F portfolio, value $2,335,506.

    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 26,827 shares
    Change vs previous 13F +1,406 shares

    1.53% of the 13F portfolio, value $1,904,466.

    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 25,421 shares
    Change vs previous 13F +2,110 shares

    1.43% of the 13F portfolio, value $1,789,370.

    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 23,311 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,459,263.

    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).