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Disclosery

Finivi Inc.: META position timeline

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

Finivi Inc. held 7,124 META 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 7,124 shares
    Change vs previous 13F +15 shares

    2.06% of the 13F portfolio, value $4,012,683.

    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 7,109 shares
    Change vs previous 13F +338 shares

    2.22% of the 13F portfolio, value $4,067,425.

    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 6,771 shares
    Change vs previous 13F -200 shares

    2.59% of the 13F portfolio, value $4,469,319.

    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 6,971 shares
    Change vs previous 13F -241 shares

    3.26% of the 13F portfolio, value $5,119,489.

    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 7,212 shares
    Change vs previous 13F +91 shares

    3.61% of the 13F portfolio, value $5,323,216.

    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 7,121 shares
    Change vs previous 13F +236 shares

    3.3% of the 13F portfolio, value $4,104,290.

    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 6,885 shares
    Change vs previous 13F -228 shares

    3.22% of the 13F portfolio, value $4,031,255.

    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 7,113 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $4,071,707.

    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).