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Disclosery

Finivi Inc.: NVDA position timeline

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

Finivi Inc. held 27,599 NVDA 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 27,599 shares
    Change vs previous 13F +52 shares

    2.83% of the 13F portfolio, value $5,522,216.

    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 27,547 shares
    Change vs previous 13F +1,490 shares

    2.62% of the 13F portfolio, value $4,804,251.

    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 26,057 shares
    Change vs previous 13F -2,305 shares

    2.81% of the 13F portfolio, value $4,859,588.

    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 28,362 shares
    Change vs previous 13F +4 shares

    3.37% of the 13F portfolio, value $5,291,861.

    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 28,358 shares
    Change vs previous 13F +832 shares

    3.04% of the 13F portfolio, value $4,480,303.

    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 27,526 shares
    Change vs previous 13F +1,780 shares

    2.4% of the 13F portfolio, value $2,983,239.

    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 25,746 shares
    Change vs previous 13F -5,429 shares

    2.76% of the 13F portfolio, value $3,457,474.

    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 31,175 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $3,785,859.

    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).