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Disclosery

Finivi Inc.: MLI position timeline

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

Finivi Inc. held 14,108 MLI 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 14,108 shares
    Change vs previous 13F +270 shares

    0.89% of the 13F portfolio, value $1,734,296.

    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 13,838 shares
    Change vs previous 13F +1,405 shares

    0.84% of the 13F portfolio, value $1,533,250.

    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 12,433 shares
    Change vs previous 13F +74 shares

    0.83% of the 13F portfolio, value $1,427,353.

    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 12,359 shares
    Change vs previous 13F +429 shares

    0.8% of the 13F portfolio, value $1,249,650.

    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 11,930 shares
    Change vs previous 13F -1,972 shares

    0.64% of the 13F portfolio, value $948,062.

    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 13,902 shares
    Change vs previous 13F +3,365 shares

    0.85% of the 13F portfolio, value $1,058,489.

    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 10,537 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $836,254.

    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).