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Disclosery

Finivi Inc.: T position timeline

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

Finivi Inc. held 121,950 T 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 121,950 shares
    Change vs previous 13F -11 shares

    1.29% of the 13F portfolio, value $2,524,366.

    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 121,961 shares
    Change vs previous 13F +8,620 shares

    1.93% of the 13F portfolio, value $3,535,650.

    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 113,341 shares
    Change vs previous 13F -1,051 shares

    1.63% of the 13F portfolio, value $2,815,378.

    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 114,392 shares
    Change vs previous 13F +1,459 shares

    2.06% of the 13F portfolio, value $3,230,439.

    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 112,933 shares
    Change vs previous 13F +2,543 shares

    2.21% of the 13F portfolio, value $3,268,285.

    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 110,390 shares
    Change vs previous 13F +8,701 shares

    2.51% of the 13F portfolio, value $3,121,839.

    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 101,689 shares
    Change vs previous 13F +31,961 shares

    1.85% of the 13F portfolio, value $2,315,453.

    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 69,728 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,534,021.

    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).