Investview, Inc., a Nevada corporation , a financial technology (FinTech) services company, operates several different businesses, including a Financial Education and Technology business that delivers a series of products and services involving financial education, digital assets and related technology, through a network of independent distributors; a Blockchain Technology and Crypto Mining Products and Services business including leading-edge research, development and FinTech services involving the management of digital asset technologies with a focus on Bitcoin mining and the new generation of digital assets; and a Brokerage and Financial Markets business model that is currently in the early stages but seeks to expand by potential acquisitions within the investment management and brokerage industries in order to, among other things, commercialize on the proprietary trading platform we acquired in September 2021. For more information on Investview, please visit: www.investview.com.
Company profile
Ticker
INVU, INVUP
Exchange
Website
CEO
Ryan Smith
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Alibaba Group Holding • EBay • Visa • DiDi Global • Uber • PayPal • Accenture • Nielsen • Mastercard • Bread Financial ...
Former names
Global Investor Services, Inc., TheRetirementSolution.com, Inc., UINTAH MOUNTAIN COPPER COMPANY, Voxpath Holdings, Inc.
SEC CIK
Corporate docs
IRS number
870369205
INVU stock data
Latest filings (excl ownership)
10-Q
2023 Q2
Quarterly report
14 Aug 23
10-Q
2023 Q1
Quarterly report
12 May 23
10-K
2022 FY
Annual report
31 Mar 23
8-K
Results of Operations and Financial Condition
14 Nov 22
10-Q
2022 Q3
Quarterly report
14 Nov 22
10-Q
2022 Q2
Quarterly report
15 Aug 22
8-K
Entry into a Material Definitive Agreement
30 Jun 22
S-8
Registration of securities for employees
22 Jun 22
8-K
Investview Announces Termination of Purchase Agreement
17 Jun 22
Financial summary
| Quarter (USD) | Jun 23 | Mar 23 | Dec 22 | Sep 22 | |
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| Annual (USD) | Dec 22 | Mar 21 | Mar 20 | Mar 19 | |
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| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 21.84 mm | 21.84 mm | 21.84 mm | 21.84 mm | 21.84 mm | 21.84 mm |
| Cash burn (monthly) | (no burn) | (no burn) | (no burn) | 1.10 mm | (no burn) | (no burn) |
| Cash used (since last report) | n/a | n/a | n/a | 3.16 mm | n/a | n/a |
| Cash remaining | n/a | n/a | n/a | 18.68 mm | n/a | n/a |
| Runway (months of cash) | n/a | n/a | n/a | 17.0 | n/a | n/a |
Institutional ownership, Q1 2021
7.5% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 2 |
| Opened positions | 1 |
| Closed positions | 0 |
| Increased positions | 0 |
| Reduced positions | 0 |
| 13F shares | Current |
|---|---|
| Total value | 5.81 mm |
| Total shares | 200.02 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Roma Jeremy James | 200.00 mm | $5.80 mm |
| Henry James International Management | 18.00 k | $7.00 k |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 24 Jun 22 | James R. Bell | Common Stock, $0.001 par value | Sale back to company | Dispose D | No | No | 0 | 30,000,000 | 0.00 | 10,320,000 |
| 24 Jun 22 | James R. Bell | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 0.05 | 75,000,000 | 3.75 mm | 112,500,000 |
| 24 Jun 22 | James R. Bell | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 0.05 | 37,500,000 | 1.88 mm | 37,500,000 |
| 24 Jun 22 | David B. Rothrock | Common Stock, $0.001 par value | Sale back to company | Dispose D | No | No | 0 | 33,333,334 | 0.00 | 11,466,666 |
| 24 Jun 22 | David B. Rothrock | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 0.05 | 41,666,668 | 2.08 mm | 85,416,668 |
| 24 Jun 22 | David B. Rothrock | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 0.05 | 43,750,000 | 2.19 mm | 43,750,000 |
| 24 Jun 22 | Ralph R. Valvano | Common Stock, $0.001 par value | Sale back to company | Dispose D | No | No | 0 | 5,200,000 | 0.00 | 0 |
| 24 Jun 22 | Ralph R. Valvano | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 0.05 | 29,375,000 | 1.47 mm | 29,375,000 |
| 24 Jun 22 | Ralph R. Valvano | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 0.05 | 8,125,000 | 406.25 k | 8,125,000 |
| 24 Jun 22 | Myles P Gill | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 0.05 | 25,000,000 | 1.25 mm | 25,000,000 |