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Finivi Inc.

SEC CIK
0002101641
Latest filing
Jul 9, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
7,124
Value
$4.01M
% of portfolio
2.1%
Quarters held
12
Since Q4 2021
Holdings of META by Finivi Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,124$4.01M2.1%+15+0.2%AddedHolders
Q1 20267,109$4.07M2.2%+338+5.0%AddedHolders
Q4 20256,771$4.47M2.6%−200−2.9%ReducedHolders
Q3 20256,971$5.12M3.3%−241−3.3%ReducedHolders
Q2 20257,212$5.32M3.6%+91+1.3%AddedHolders
Q1 20257,121$4.10M3.3%+236+3.4%AddedHolders
Q4 20246,885$4.03M3.2%−228−3.2%ReducedHolders
Q3 20247,113$4.07M3.3%−68−0.9%ReducedHolders
Q2 20247,181$3.62M3.0%+101+1.4%AddedHolders
Q1 20247,080$3.44M3.1%−59−0.8%ReducedHolders
Q4 20237,139$2.53M2.5%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20219,196$3.09M3.3%–No prior filingHolders