Investview, Inc. - INVU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -36,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 4,000 | 0 | — | — | — | +4,000 | New | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | New | 400 | 0 | — | — | — | +400 | New | Q1 2026 | Apr 14, 2026 |