Security key
92852R403
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 3,488,341
- Total 13F value
- $6,980,819
- Share change
- +204,203
- SEC-reported price per share
- $2.00
- Number of holders
- 22
- Value change
- +$408,405
- Number of buys
- 12
- Number of sells
- 2
Report period
Q2 2024
Institutions
22
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
31 Mar 2024
3/4/5
13F
Highest disclosed value: $2,378,148
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 $2.38M.
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
$2.38M
GEODE CAPITAL MANAGEMENT, LLC
$98.2K
GREAT VALLEY ADVISOR GROUP, INC.
$55K
MARYLAND CAPITAL ADVISORS INC.
$19.6K
CIBC Private Wealth Group LLC
$15.5K
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
|
$2,378,148
3,009,552 shares
|
— | 31 Mar 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$98,227
119,473 shares
|
— | 31 Mar 2024 |
| GREAT VALLEY ADVISOR GROUP, INC. |
13F
Company
|
—
class O/S missing
|
$55,000
69,357 shares
|
— | 31 Mar 2024 |
| MARYLAND CAPITAL ADVISORS INC. |
13F
Company
|
—
class O/S missing
|
$19,636
24,849 shares
|
— | 31 Mar 2024 |
| CIBC Private Wealth Group LLC |
13F
Company
|
—
class O/S missing
|
$15,540
20,000 shares
|
— | 31 Mar 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
22
Shares
3,488,341
Rows available
22
| 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 2024 vs Q4 2025 Across Filers
Q4 2025 holders
4
Q2 2024 holders
22
Holder diff
18
| Investor | Q4 2025 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q4 2025 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend