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Disclosery

Finivi Inc.: PAVE position timeline

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

Finivi Inc. held 14,909 PAVE 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 14,909 shares
    Change vs previous 13F -184 shares

    0.45% of the 13F portfolio, value $878,411.

    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 15,093 shares
    Change vs previous 13F +3 shares

    0.42% of the 13F portfolio, value $766,852.

    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 15,090 shares
    Change vs previous 13F +124 shares

    0.42% of the 13F portfolio, value $721,138.

    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 14,966 shares
    Change vs previous 13F +62 shares

    0.45% of the 13F portfolio, value $712,817.

    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 14,904 shares
    Change vs previous 13F -720 shares

    0.44% of the 13F portfolio, value $649,533.

    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 15,624 shares
    Change vs previous 13F +135 shares

    0.47% of the 13F portfolio, value $589,508.

    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 15,489 shares
    Change vs previous 13F +931 shares

    0.5% of the 13F portfolio, value $625,902.

    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 14,558 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $599,198.

    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).