Finivi Inc. quarter change: Foreign Bonds: Other Debt, Unchanged
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Finivi Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2101641): 2026-03-31 (filed 2026-04-10) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| KENNICOTT CAPITAL MANAGEMENT LLC | United States | $0.183B | 46 |
| Oxford Wealth Group, LLC | United States | $0.183B | 88 |
| Kamunting Street Capital Management, L.P. | United States | $0.183B | 28 |
| Guardian Wealth Management, Inc. | United States | $0.183B | 61 |
| Meridian Financial Advisors, LLC | United States | $0.183B | 141 |
| GLR Partners, LLC | United States | $0.183B | 102 |
| Babb Wealth Advisors LLC | United States | $0.183B | 19 |
| McDonough Capital Management, Inc | United States | $0.183B | 50 |
| Northland Capital Management LLC | United States | $0.183B | 31 |
| SUTTON PLACE INVESTORS LLC | United States | $0.183B | 136 |