Finivi Inc.
All 13F Filings
- Location
- Westborough, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 194,940
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 111 | 194,940 | 13F-HR | Finivi Inc. |
| Q1 2026 | 4/10/2026 | 103 | 183,114 | 13F-HR | Finivi Inc. |
| Q4 2025 | 1/27/2026 | 103 | 172,883 | 13F-HR | Finivi Inc. |
| Q2 2025 | 12/19/2025 | 99 | 147,563 | 13F-HR | Finivi Inc. |
| Q1 2025 | 12/19/2025 | 86 | 124,260 | 13F-HR | Finivi Inc. |
| Q4 2024 | 12/19/2025 | 89 | 125,134 | 13F-HR | Finivi Inc. |
| Q3 2024 | 12/19/2025 | 85 | 123,367 | 13F-HR | Finivi Inc. |
| Q2 2024 | 12/19/2025 | 90 | 120,708 | 13F-HR | Finivi Inc. |
| Q1 2024 | 12/19/2025 | 84 | 110,456 | 13F-HR | Finivi Inc. |
| Q4 2023 | 12/19/2025 | 90 | 102,429 | 13F-HR | Finivi Inc. |
| Q4 2021 | 12/19/2025 | 75 | 94,738 | 13F-HR | Finivi Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 147.1 K | 75.5% | 6.551 K | 0 | 6.551 K |
| ETFs | 47.8 K | 24.5% | 5.273 K | 0 | 5.273 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
194,940
Holdings
111
QoQ value change ($000)
11,826
(6.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.