SMITH SHELLNUT WILSON LLC /ADV Vivakor Inc holdings history
Vivakor Inc · CUSIP 92852R403 · CIK 944317
As of Sep 30, 2025, SMITH SHELLNUT WILSON LLC /ADV reported 3.01M Vivakor Inc (shares), valued at $1.26M, or 0.49% of its reported non-derivative portfolio. Filed Oct 27, 2025.
Verify history & sources →Shares unchanged; reported value decreased 47.49%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q3 2026 | Not reported | Not reported | — |
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | 0.49% | 3,009,552 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 1.04% | 3,009,552 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 1.03% | 3,009,552 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 1.63% | 3,009,552 | SEC filing ↗Filed Mar 4, 2025 |
| Q3 2024 | 2.09% | 3,009,552 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 2.92% | 3,009,552 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 1.26% | 3,009,552 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 1.81% | 3,009,552 | SEC filing ↗Filed Feb 21, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.81% | 3,009,552 | $3.15M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Feb 21, 2024 |
| Q1 2024 | 1.26% | 3,009,552 | $2.38M | Shares unchanged; reported value decreased 24.45%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 2.92% | 3,009,552 | $6.02M | Shares unchanged; reported value increased 153.10%, and weight changed +1.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 2.09% | 3,009,552 | $4.63M | Shares unchanged; reported value decreased 23.00%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 1.63% | 3,009,552 | $3.67M | Shares unchanged; reported value decreased 20.78%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 4, 2025 |
| Q1 2025 | 1.03% | 3,009,552 | $2.26M | Shares unchanged; reported value decreased 38.52%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 1.04% | 3,009,552 | $2.41M | Shares unchanged; reported value increased 6.67%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 0.49% | 3,009,552 | $1.26M | Shares unchanged; reported value decreased 47.49%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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This page includes 12 of 12 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.