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Finivi Inc.

SEC CIK
0002101641
Latest filing
Jul 9, 2026

DLR holding history

Digital Realty Trust, Inc. in every 13F filed by Finivi Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DLR overviewAll 13F holders of DLRFull Q2 2026 holdings

Shares (Q2 2026)
4,039
Value
$725.3K
% of portfolio
0.4%
Quarters held
9
Since Q4 2021
Holdings of DLR by Finivi Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,039$725.3K0.4%+190+4.9%AddedHolders
Q1 20263,849$693.6K0.4%+329+9.3%AddedHolders
Q4 20253,520$544.5K0.3%−118−3.2%ReducedHolders
Q3 20253,638$629.0K0.4%−3−0.1%ReducedHolders
Q2 20253,641$634.7K0.4%+251+7.4%AddedHolders
Q1 20253,390$485.8K0.4%+60+1.8%AddedHolders
Q4 20243,330$590.4K0.5%+155+4.9%AddedHolders
Q3 20243,175$513.7K0.4%+3,175NewHolders
Q1 2022––––Not filedHolders
Q4 20216,709$1.19M1.3%–No prior filingHolders