Number of Shares
10,027
Previous 9,736 2.99%
Holding current value
$272 Million
Previous $506 Million 46.16%
% of portfolio
0.16%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026

BUY
N/A
291 Added 2.99%
10,027 $272 Million
Q3 2025

Dec 19, 2025

BUY
N/A
9,736 New
9,736 $506 Million
Track This Portfolio

Track Finivi Inc. Portfolio

Follow Finivi Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Finivi Inc., based on Form 13F filings with the SEC.

News

Stay updated on Finivi Inc. with notifications on news.