Finivi Inc.
- SEC CIK
- 0002101641
- Latest filing
- Jul 9, 2026
T holding history
AT&T 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.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 121,950
- Value
- $2.52M
- % of portfolio
- 1.3%
- Quarters held
- 12
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 121,950 | $2.52M | 1.3% | −110.0% | Reduced | Holders |
| Q1 2026 | 121,961 | $3.54M | 1.9% | +8,620+7.6% | Added | Holders |
| Q4 2025 | 113,341 | $2.82M | 1.6% | −1,051−0.9% | Reduced | Holders |
| Q3 2025 | 114,392 | $3.23M | 2.1% | +1,459+1.3% | Added | Holders |
| Q2 2025 | 112,933 | $3.27M | 2.2% | +2,543+2.3% | Added | Holders |
| Q1 2025 | 110,390 | $3.12M | 2.5% | +8,701+8.6% | Added | Holders |
| Q4 2024 | 101,689 | $2.32M | 1.9% | +31,961+45.8% | Added | Holders |
| Q3 2024 | 69,728 | $1.53M | 1.2% | +7,167+11.5% | Added | Holders |
| Q2 2024 | 62,561 | $1.20M | 1.0% | +3,335+5.6% | Added | Holders |
| Q1 2024 | 59,226 | $1.04M | 0.9% | +24,685+71.5% | Added | Holders |
| Q4 2023 | 34,541 | $579.6K | 0.6% | – | No prior filing | Holders |
| Q1 2022 | – | – | – | – | Not filed | Holders |
| Q4 2021 | 14,889 | $366.3K | 0.4% | – | No prior filing | Holders |