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Disclosery

Finivi Inc.: IWM position timeline

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

Finivi Inc. held 963 IWM 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 963 shares
    Change vs previous 13F -108 shares

    0.15% of the 13F portfolio, value $289,217.

    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 1,071 shares
    Change vs previous 13F -66 shares

    0.14% of the 13F portfolio, value $265,500.

    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 1,137 shares
    Change vs previous 13F -20 shares

    0.16% of the 13F portfolio, value $279,930.

    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 1,157 shares
    Change vs previous 13F -6 shares

    0.18% of the 13F portfolio, value $279,947.

    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 1,163 shares
    Change vs previous 13F -12,154 shares

    0.17% of the 13F portfolio, value $251,064.

    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 13,317 shares
    Change vs previous 13F +773 shares

    2.14% of the 13F portfolio, value $2,656,653.

    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 12,544 shares
    Change vs previous 13F +704 shares

    2.22% of the 13F portfolio, value $2,771,763.

    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 11,840 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $2,615,279.

    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).