Skip to content
Disclosery

Finivi Inc.: EPI position timeline

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

Finivi Inc. held 0 EPI shares at 2025-03-31 per its 13F-HR filed 2025-12-19.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,404 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 11,404 shares
    Change vs previous 13F -29,706 shares

    0.41% of the 13F portfolio, value $516,279.

    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).

  3. period ended2024-09-30
    13F 41,110 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,074,411.

    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).