Vivakor, Inc. - COM NEW (VIVK)

CUSIP: 92852R403

Q2 2023 13F Holders as of 30 Jun 2023

Share change
+3,021,047
SEC-reported price per share
$1.13
Number of holders
10
Value change
+$3,413,010
Number of buys
2
Number of sells
2

Security key

92852R403

Report period

Q2 2023

Institutions

10

Top holders

10

Ownership snapshot

Top reported holders of VIVK - Vivakor, Inc. - COM NEW (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Matthew Nicosia
Disclosed value leader
GREAT VALLEY ADVISOR GROU...
Comparable rows
0/13
Latest evidence
31 Mar 2023
3/4/5 13F Highest disclosed value: $80,000 13 rows are not safely comparable across share classes. Showing 1-6 of 13 holder rows.

Quick read

GREAT VALLEY ADVISOR GROUP, INC. has the largest disclosed position value at $80K.

0 of 13 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens GREAT VALLEY ADVISOR GROUP, INC.'s linked filing trail.
Disclosed position value Top 5
GREAT VALLEY ADVISOR GROUP, INC. $80K
MARYLAND CAPITAL ADVISORS INC. $28.6K
CIBC Private Wealth Group LLC $23K
Tower Research Capital LLC (TRC) $9K
UBS Group AG $6.5K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 13 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Matthew Nicosia
3/4/5
Chief Executive Officer, Director, 10%+ Owner
class O/S missing
955,093 shares
09 Jun 2022
GREAT VALLEY ADVISOR GROUP, INC.
13F
Company
13F
class O/S missing
$80,000
69,357 shares
31 Mar 2023
MARYLAND CAPITAL ADVISORS INC.
13F
Company
13F
class O/S missing
$28,577
24,849 shares
31 Mar 2023
CIBC Private Wealth Group LLC
13F
Company
13F
class O/S missing
$23,000
20,000 shares
31 Mar 2023
Tower Research Capital LLC (TRC)
13F
Company
13F
class O/S missing
$9,000
8,055 shares
31 Mar 2023
UBS Group AG
13F
Company
13F
class O/S missing
$6,453
5,611 shares
31 Mar 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
10
Shares
3,154,766
Rows available
10
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2023 vs Q4 2025 Across Filers

Q4 2025 holders
4
Q2 2023 holders
10
Holder diff
6
Investor Q4 2025 Shares Q2 2023 Shares Share Diff Share Chg % Q4 2025 value Q2 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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