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Disclosery

Finivi Inc.: HBM position timeline

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

Finivi Inc. held 17,615 HBM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,615 shares
    Change vs previous 13F -4,951 shares

    0.22% of the 13F portfolio, value $469,968.

    13F-HR 0002085853-26-001151 filed by Finivi Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,566 shares
    Change vs previous 13F -1,069 shares

    0.27% of the 13F portfolio, value $532,783.

    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).

  3. period ended2026-03-31
    13F 23,635 shares
    Change vs previous 13F -3,683 shares

    0.27% of the 13F portfolio, value $493,972.

    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).

  4. period ended2025-12-31
    13F 27,318 shares
    Change vs previous 13F -837 shares

    0.31% of the 13F portfolio, value $542,265.

    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).

  5. period ended2025-09-30
    13F 28,155 shares
    Change vs previous 13F +91 shares

    0.27% of the 13F portfolio, value $426,834.

    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).

  6. period ended2025-06-30
    13F 28,064 shares
    Change vs previous 13F +349 shares

    0.2% of the 13F portfolio, value $297,754.

    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).

  7. period ended2025-03-31
    13F 27,715 shares
    Change vs previous 13F +3,943 shares

    0.17% of the 13F portfolio, value $210,353.

    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).

  8. period ended2024-12-31
    13F 23,772 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $192,551.

    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).