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Manager record

Finivi Inc.

Westborough, MA · CIK 2101641 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$194.94MReported 13F valueQ2 2026 · as filed

111Holdings listed

+6.5%vs prior quartervalue change includes market moves

4Quarters on record

Jul 09Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Jul 09 2026 13F-HR · period Q2 2026

$194.94M · 111 holdings listed · View original SEC filing ↗

Apr 10 2026 13F-HR · period Q1 2026

$183.11M · 103 holdings listed · View original SEC filing ↗

Jan 27 2026 13F-HR · period Q4 2025

$172.88M · 103 holdings listed · View original SEC filing ↗

Dec 19 2025 13F-HR · period Q3 2025

$156.99M · 97 holdings listed · View original SEC filing ↗

Dec 19 2025 13F-HR · period Q3 2025

$94.74M · 75 holdings listed · View original SEC filing ↗

Dec 19 2025 13F-HR · period Q3 2025

$102.43M · 90 holdings listed · View original SEC filing ↗

Dec 19 2025 13F-HR · period Q3 2025

$120.71M · 90 holdings listed · View original SEC filing ↗

Dec 19 2025 13F-HR · period Q3 2025

$110.46M · 84 holdings listed · View original SEC filing ↗

Dec 19 2025 13F-HR · period Q3 2025

$125.13M · 89 holdings listed · View original SEC filing ↗

Dec 19 2025 13F-HR · period Q3 2025

$124.26M · 86 holdings listed · View original SEC filing ↗

Dec 19 2025 13F-HR · period Q3 2025

$147.56M · 99 holdings listed · View original SEC filing ↗

Dec 19 2025 13F-HR · period Q3 2025

$123.37M · 85 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 09, 2026 · Change methodology