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Disclosery

Finivi Inc.: HOOD position timeline

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

Finivi Inc. held 17,354 HOOD 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 17,354 shares
    Change vs previous 13F -1,669 shares

    0.89% of the 13F portfolio, value $1,740,259.

    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 19,023 shares
    Change vs previous 13F +2,922 shares

    0.72% of the 13F portfolio, value $1,318,294.

    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 16,101 shares
    Change vs previous 13F -4,031 shares

    1.05% of the 13F portfolio, value $1,821,023.

    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 20,132 shares
    Change vs previous 13F -5,038 shares

    1.84% of the 13F portfolio, value $2,882,500.

    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 25,170 shares
    Change vs previous 13F +574 shares

    1.6% of the 13F portfolio, value $2,356,667.

    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 24,596 shares
    Change vs previous 13F +1,592 shares

    0.82% of the 13F portfolio, value $1,023,686.

    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 23,004 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $857,129.

    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).