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Disclosery

Finivi Inc.: VUSB position timeline

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

Finivi Inc. held 22,234 VUSB 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 22,234 shares
    Change vs previous 13F +10,681 shares

    0.57% of the 13F portfolio, value $1,106,809.

    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 11,553 shares
    Change vs previous 13F +1,620 shares

    0.31% of the 13F portfolio, value $575,166.

    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 9,933 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $495,037.

    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).