Skip to content
Disclosery

Finivi Inc.: GLD position timeline

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

Finivi Inc. held 2,767 GLD 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 2,767 shares
    Change vs previous 13F -963 shares

    0.52% of the 13F portfolio, value $1,019,307.

    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 3,730 shares
    Change vs previous 13F +45 shares

    0.88% of the 13F portfolio, value $1,604,982.

    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 3,685 shares
    Change vs previous 13F +80 shares

    0.84% of the 13F portfolio, value $1,460,402.

    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 3,605 shares
    Change vs previous 13F +65 shares

    0.82% of the 13F portfolio, value $1,281,469.

    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 3,540 shares
    Change vs previous 13F +600 shares

    0.73% of the 13F portfolio, value $1,079,098.

    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 2,940 shares
    Change vs previous 13F +120 shares

    0.68% of the 13F portfolio, value $847,132.

    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 2,820 shares
    Change vs previous 13F -50 shares

    0.55% of the 13F portfolio, value $682,807.

    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 2,870 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $697,582.

    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).