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Disclosery

Finivi Inc.: NU position timeline

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

Finivi Inc. held 235,621 NU 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 235,621 shares
    Change vs previous 13F -36,373 shares

    1.61% of the 13F portfolio, value $3,147,897.

    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 271,994 shares
    Change vs previous 13F +24,303 shares

    2.13% of the 13F portfolio, value $3,908,554.

    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 247,691 shares
    Change vs previous 13F -23,645 shares

    2.4% of the 13F portfolio, value $4,146,347.

    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 271,336 shares
    Change vs previous 13F +1,730 shares

    2.77% of the 13F portfolio, value $4,344,089.

    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 269,606 shares
    Change vs previous 13F +8,837 shares

    2.51% of the 13F portfolio, value $3,698,994.

    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 260,769 shares
    Change vs previous 13F +9,675 shares

    2.15% of the 13F portfolio, value $2,670,275.

    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 251,094 shares
    Change vs previous 13F -10,055 shares

    2.08% of the 13F portfolio, value $2,601,334.

    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 261,149 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $3,564,684.

    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).