Security key
92852R403
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 3,227,204
- Total 13F value
- $3,373,015
- Share change
- -137,726
- SEC-reported price per share
- $1.05
- Number of holders
- 14
- Value change
- -$140,412
- Number of buys
- 5
- Number of sells
- 5
Report period
Q4 2023
Institutions
14
Top holders
10
VIVK full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Vivakor, Inc. SEC filings
Vivakor, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 92852R403
Recent filing periods:
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
SMITH SHELLNUT WILSON LLC...
Comparable rows
0/15
Latest evidence
30 Sep 2023
3/4/5
13F
Highest disclosed value: $3,069,743
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
SMITH SHELLNUT WILSON LLC /ADV has the largest disclosed position value at $3.07M.
0 of 15 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 SMITH SHELLNUT WILSON LLC /ADV's linked filing trail.
Disclosed position value
Top 5
SMITH SHELLNUT WILSON LLC /ADV
$3.07M
GREAT VALLEY ADVISOR GROUP, INC.
$71K
TOWNSQUARE CAPITAL LLC
$59K
Lloyd Advisory Services, LLC.
$57.8K
NORDEN GROUP LLC
$57.8K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 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 |
| SMITH SHELLNUT WILSON LLC /ADV |
13F
Company
|
—
class O/S missing
|
$3,069,743
3,009,552 shares
|
— | 30 Sep 2023 |
| GREAT VALLEY ADVISOR GROUP, INC. |
13F
Company
|
—
class O/S missing
|
$71,000
69,357 shares
|
— | 30 Sep 2023 |
| TOWNSQUARE CAPITAL LLC |
13F
Company
|
—
class O/S missing
|
$58,987
57,830 shares
|
— | 30 Sep 2023 |
| Lloyd Advisory Services, LLC. |
13F
Company
|
—
class O/S missing
|
$57,787
56,654 shares
|
— | 30 Sep 2023 |
| NORDEN GROUP LLC |
13F
Company
|
—
class O/S missing
|
$57,787
56,654 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
14
Shares
3,227,204
Rows available
14
| 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 Q4 2023 vs Q4 2025 Across Filers
Q4 2025 holders
4
Q4 2023 holders
14
Holder diff
10
| Investor | Q4 2025 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q4 2025 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend