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Disclosery

Finivi Inc.: QQQ position timeline

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

Finivi Inc. held 13,769 QQQ 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 13,769 shares
    Change vs previous 13F -1,958 shares

    5.2% of the 13F portfolio, value $10,139,424.

    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 15,727 shares
    Change vs previous 13F +1,209 shares

    4.96% of the 13F portfolio, value $9,077,057.

    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 14,518 shares
    Change vs previous 13F -692 shares

    5.16% of the 13F portfolio, value $8,918,843.

    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 15,210 shares
    Change vs previous 13F -381 shares

    5.82% of the 13F portfolio, value $9,131,452.

    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 15,591 shares
    Change vs previous 13F +432 shares

    5.83% of the 13F portfolio, value $8,600,707.

    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 15,159 shares
    Change vs previous 13F +461 shares

    5.72% of the 13F portfolio, value $7,108,217.

    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 14,698 shares
    Change vs previous 13F -638 shares

    6% of the 13F portfolio, value $7,514,210.

    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 15,336 shares
    Change vs previous 13F not available

    6.07% of the 13F portfolio, value $7,484,905.

    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).