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Disclosery

Finivi Inc.: VRT position timeline

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

Finivi Inc. held 9,746 VRT 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 9,746 shares
    Change vs previous 13F -3,797 shares

    1.67% of the 13F portfolio, value $3,263,168.

    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 13,543 shares
    Change vs previous 13F +1,279 shares

    1.85% of the 13F portfolio, value $3,393,613.

    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 12,264 shares
    Change vs previous 13F -1,440 shares

    1.15% of the 13F portfolio, value $1,986,860.

    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 13,704 shares
    Change vs previous 13F +113 shares

    1.32% of the 13F portfolio, value $2,067,357.

    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 13,591 shares
    Change vs previous 13F +538 shares

    1.18% of the 13F portfolio, value $1,745,271.

    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 13,053 shares
    Change vs previous 13F +558 shares

    0.76% of the 13F portfolio, value $942,413.

    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 12,495 shares
    Change vs previous 13F +732 shares

    1.13% of the 13F portfolio, value $1,419,564.

    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 11,763 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,170,262.

    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).