Skip to content
Disclosery

Finivi Inc.: VZ position timeline

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

Finivi Inc. held 6,812 VZ 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 6,812 shares
    Change vs previous 13F -269 shares

    0.15% of the 13F portfolio, value $288,414.

    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 7,081 shares
    Change vs previous 13F +83 shares

    0.19% of the 13F portfolio, value $355,480.

    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 6,998 shares
    Change vs previous 13F -2,618 shares

    0.16% of the 13F portfolio, value $285,041.

    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 9,616 shares
    Change vs previous 13F +78 shares

    0.27% of the 13F portfolio, value $422,638.

    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 9,538 shares
    Change vs previous 13F -95 shares

    0.28% of the 13F portfolio, value $412,708.

    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 9,633 shares
    Change vs previous 13F +954 shares

    0.35% of the 13F portfolio, value $436,945.

    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 8,679 shares
    Change vs previous 13F +190 shares

    0.28% of the 13F portfolio, value $347,074.

    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 8,489 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $381,235.

    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).