INVUOTCServices-Business Services, NECFiscal year ends December 31Also trades as INVUP
Investview, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$0.02−0.00 (-0.60%)
Close on Oct 19, 2026
- Market cap
- $30.48M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
0
0 new, 2 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Mar 31, 2026
| Holder | Shares | % of INVU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Golden State Equity Partners | 4,000 | – | $112 | New | 0.00% |
| Nbc Securities, Inc. | 400 | – | $11 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | 0M | 0 / 0 | 0 / 2 | 0M | 0M |
| Q1 2026 | 2 | 0M | 2 / 0 | 0 / 0 | 0M | 0M |
| Q2 2025 | 0 | 0M | 0 / 0 | 0 / 1 | 0M | 0M |
| Q1 2025 | 1 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
| Q3 2021 | 0 | 0M | 0 / 0 | 0 / 1 | 0M | 0M |
| Q2 2021 | 1 | 0M | 0 / 0 | 0 / 1 | 0M | 0M |
| Q1 2021 | 2 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
| Q4 2020 | 1 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Robert Verdun | Director | 1,050,000 | Jan 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ralph R. Valvano Chief Financial Officer | Jun 24, 2022 | Returned to company | −5,200,000 | – | – | 0 |
| James R. Bell President, Acting COO., Director | Jun 24, 2022 | Returned to company | −30,000,000 | – | – | 10,320,000 |
| David B. Rothrock Director, 10% owner | Jun 24, 2022 | Returned to company | −33,333,334 | – | – | 11,466,666 |
| Ralph R. Valvano Chief Financial Officer | May 26, 2022 | Returned to company | −1,300,000 | – | – | 5,200,000 |
| Annette Raynor Chief Operating Officer, Director | Jan 6, 2022 | Tax withholding | −21,550,970 | $0.04 | $862.04K | 11,889,693 |
| Annette Raynor Chief Operating Officer, Director | Jan 6, 2022 | Returned to company | −85,000,000 | – | – | 33,440,663 |
| Mario Romano Director of Finance | Jan 6, 2022 | Tax withholding | −21,550,970 | $0.04 | $862.04K | 11,889,737 |
| Mario Romano Director of Finance | Jan 6, 2022 | Returned to company | −85,000,000 | – | – | 33,440,707 |
| James R. Bell President, Acting COO, Director | Dec 27, 2021 | Tax withholding | −4,680,000 | $0.04 | $187.20K | 40,320,000 |
| Annette Raynor Chief Operating Officer, Director | Dec 27, 2021 | Tax withholding | −1,559,337 | $0.04 | $62.37K | 118,440,663 |
| David B. Rothrock Director, 10% owner | Dec 27, 2021 | Tax withholding | −5,200,000 | $0.04 | $208.00K | 44,800,000 |
| Mario Romano Director of Finance | Dec 27, 2021 | Tax withholding | −1,559,293 | $0.04 | $62.37K | 118,440,707 |
| Jayme L. McWidener Chief Accounting Officer | Sep 15, 2021 | Returned to company | −6,666,667 | – | – | 13,333,333 |
| James R. Bell President, Acting COO, Director | Nov 9, 2020 | Award | +45,000,000 | – | – | 45,000,000 |
| David B. Rothrock Director, 10% owner | Nov 9, 2020 | Returned to company | +50,000,000 | – | – | 50,000,000 |
| Ryan Robins Smith 10% owner | Sep 1, 2020 | Sale | −106,000,000 | $0.01 | $1.06M | 484,624,710 |
| Chad Miller 10% owner | Sep 1, 2020 | Sale | −106,000,000 | $0.01 | $1.06M | 484,624,710 |
| Annette Raynor Chief Operating Officer, Director | Aug 21, 2020 | Gift | −50,000,000 | $0.03 | $1.50M | 60,356,942 |
| Mario Romano Treasurer, Director | Aug 21, 2020 | Gift | −50,000,000 | $0.03 | $1.50M | 60,356,942 |
| William C. Kosoff Corporate Secretary | Apr 26, 2020 | Sale | −1,000,000 | $0.01 | $10.00K | 12,970,680 |
| Chad Miller Director, 10% owner | Apr 7, 2020 | Sale | −15,000,000 | $0.01 | $150.00K | 590,624,710 |
| Chad Miller Director, 10% owner | Apr 7, 2020 | Sale | −6,250,000 | $0.01 | $62.50K | 605,624,710 |
| Ryan Robins Smith Director, 10% owner | Apr 7, 2020 | Sale | −15,000,000 | $0.01 | $150.00K | 590,624,710 |
| Ryan Robins Smith Director, 10% owner | Apr 7, 2020 | Sale | −6,250,000 | $0.01 | $62.50K | 605,624,710 |
| Annette Raynor Chief Operations Officer, Director | Feb 26, 2020 | Gift | −15,000,000 | $0.03 | $450.00K | 291,706,942 |
| Mario Romano Director | Feb 26, 2020 | Gift | −15,000,000 | $0.03 | $450.00K | 291,706,942 |
| Mario Romano Treasurer, Director | Feb 11, 2020 | Sale | −40,000,000 | $0.03 | $1.20M | 100,853,471 |
| Annette Raynor Chief Operating Officer, Director | Feb 11, 2020 | Sale | −40,000,000 | $0.03 | $1.20M | 100,853,471 |
| Annette Raynor CEO & COO, Director, 10% owner | Jul 24, 2019 | Award | +190,000,000 | $0.01 | $1.90M | 405,456,942 |
| Mario Romano 10% owner | Jul 24, 2019 | Award | +190,000,000 | $0.01 | $1.90M | 405,456,942 |
| William C. Kosoff Acting Chief Financial Officer | Jul 24, 2019 | Award | +10,000,000 | $0.02 | $200.00K | 13,970,680 |
| Mario Romano 10% owner | Jul 24, 2019 | Sale | +190,000,000 | $0.01 | $1.90M | 405,356,942 |
| Annette Raynor CEO and COO, Director, 10% owner | Jul 24, 2019 | Sale | +190,000,000 | $0.01 | $1.90M | 405,356,942 |
| William C. Kosoff Acting Chief Financial Officer | Mar 15, 2018 | Sale | −16,885 | $0.03 | $507 | 3,970,680 |
| William C. Kosoff Acting Chief Financial Officer | Mar 14, 2018 | Sale | −3,054 | $0.03 | $92 | 3,987,565 |
| William C. Kosoff Acting Chief Financial Officer | Mar 12, 2018 | Sale | −40,000 | $0.03 | $1.20K | 3,990,619 |
| William C. Kosoff Acting Chief Financial Officer | Mar 7, 2018 | Sale | −20,000 | $0.03 | $600 | 4,030,619 |
| William C. Kosoff Acting Chief Financial Officer | Mar 7, 2018 | Sale | −30,000 | $0.03 | $900 | 4,050,619 |
| William C. Kosoff Acting Chief Financial Officer | Mar 6, 2018 | Sale | −100 | $0.03 | $3 | 4,080,619 |
| William C. Kosoff Acting Chief Financial Officer | Mar 5, 2018 | Sale | −16,000 | $0.03 | $480 | 4,080,719 |
| William C. Kosoff Acting Chief Financial Officer | Mar 5, 2018 | Sale | −14,200 | $0.03 | $426 | 4,096,719 |
| William C. Kosoff Acting Chief Financial Officer | Mar 5, 2018 | Sale | −15,000 | $0.03 | $450 | 4,110,919 |
| William C. Kosoff Acting Chief Financial Officer | Mar 2, 2018 | Sale | −26,000 | $0.03 | $780 | 4,125,919 |
| William C. Kosoff Acting Chief Financial Officer | Mar 1, 2018 | Sale | −14,999 | $0.03 | $450 | 4,151,919 |
| William C. Kosoff Acting Chief Financial Officer | Feb 27, 2018 | Sale | −29,000 | $0.03 | $870 | 4,166,918 |
| Mario Romano 10% owner | Feb 26, 2018 | Sale | −12,500,000 | $0.02 | $250.00K | 215,356,942 |
| Annette Raynor Chief Operating Officer, Director, 10% owner | Feb 26, 2018 | Sale | −12,500,000 | $0.02 | $250.00K | 215,356,942 |
| William C. Kosoff Acting Chief Financial Officer | Feb 15, 2018 | Sale | −1,000 | $0.03 | $30 | 4,209,918 |
| William C. Kosoff Acting Chief Financial Officer | Feb 14, 2018 | Sale | −10,000 | $0.03 | $300 | 4,210,918 |
| William C. Kosoff Acting Chief Financial Officer | Feb 14, 2018 | Sale | −10,000 | $0.03 | $300 | 4,225,918 |
| Chad Miller Director, 10% owner | Dec 28, 2017 | Other | −10,000,000 | $0.07 | $700.00K | 621,874,710 |
| Ryan Robins Smith CHIEF EXECUTIVE OFFICER, Director, 10% owner | Dec 28, 2017 | Other | −10,000,000 | $0.07 | $700.00K | 621,874,710 |
| Chad Miller Director, 10% owner | Dec 22, 2017 | Other | −17,570,000 | $0.08 | $1.41M | 631,874,710 |
| Ryan Robins Smith CHIEF EXECUTIVE OFFICER, Director, 10% owner | Dec 22, 2017 | Other | −17,570,000 | $0.08 | $1.41M | 631,874,710 |
| Annette Raynor Chief Operating Officer, Director, 10% owner | Oct 12, 2017 | Other | +105,000,000 | $0.07 | $7.35M | 227,856,942 |
| Annette Raynor Chief Operating Officer, Director, 10% owner | Oct 12, 2017 | Other | −285,644,751 | $0.07 | $20.00M | 122,856,942 |
| Mario Romano 10% owner | Oct 12, 2017 | Other | −285,644,751 | $0.07 | $20.00M | 122,856,942 |
| Mario Romano 10% owner | Oct 12, 2017 | Other | +105,000,000 | $0.07 | $7.35M | 227,856,942 |
| William C. Kosoff CFO | Mar 24, 2017 | Other | +1,914,080 | $0.05 | $95.70K | 4,235,918 |
| William C. Kosoff CFO | Mar 24, 2017 | Other | +900,000 | – | – | 2,321,838 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.