Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Investview, Inc.INVU · Entity 7528 | 10% owner | September 01, 2020 | September 28, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Investview, Inc.
Report date September 01, 2020 · Filed September 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | IndirectCR Capital Holdings LLC | 484,624,710 |
Reported balance
After 2020-09-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-09-01 · Sale · Disposed 106,000,000 · Balance 484,624,710 F1: Shares were sold to back to Investview, Inc. per the "Mutual Termination and Release Agreement" effective August 1, 2020 between CR Capital Holdings, LLC and Investview, Inc. the 106,000,000 shares were subsequently cancelled by Investview and returned to the Authorized, Unissued common share treasury. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were sold to back to Investview, Inc. per the "Mutual Termination and Release Agreement" effective August 1, 2020 between CR Capital Holdings, LLC and Investview, Inc. the 106,000,000 shares were subsequently cancelled by Investview and returned to the Authorized, Unissued common share treasury.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2020 Filed Sep 28, 2020 14:41 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 106,000,000 | $0.01 | $1,420,400.00 |
DisclosureSEC source: 0001493152-20-018411 · ownership.xml · nonDerivative · entry 1 Smith Ryan Robins · CIK 0001706447 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · CR Capital Holdings LLC Disclosed balance after: 484,624,710 F1 · security: Shares were sold to back to Investview, Inc. per the "Mutual Termination and Release Agreement" effective August 1, 2020 between CR Capital Holdings, LLC and Investview, Inc. the 106,000,000 shares were subsequently cancelled by Investview and returned to the Authorized, Unissued common share treasury. Read SEC document |
| April 07, 2020 Filed May 13, 2020 22:58 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 15,000,000 | $0.01 | $150,000.00 |
DisclosureSEC source: 0001493152-20-008560 · ownership.xml · nonDerivative · entry 2 Smith Ryan Robins · CIK 0001706447 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · CR Capital Holdings LLC Disclosed balance after: 590,624,710 F2 · security: Shares were sold to a non-affiliate private party. Read SEC document |
| April 07, 2020 Filed May 13, 2020 22:58 UTC | Investview, Inc. INVU · Entity 7528 | SaleCommon Stock, $0.001 par value | 6,250,000 | $0.01 | $62,500.00 |
DisclosureSEC source: 0001493152-20-008560 · ownership.xml · nonDerivative · entry 1 Smith Ryan Robins · CIK 0001706447 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · CR Capital Holdings LLC Disclosed balance after: 605,624,710 F1 · security: Shares were sold to Wealth Engineering, LLC, an affiliate, in settlement of outstanding loans to CR Capital from January 2018. Read SEC document |
| December 28, 2017 Filed Feb 16, 2018 19:25 UTC | Investview, Inc. INVU · Entity 7528 | OtherCommon Stock, $0.001 par value | 10,000,000 | $0.07 | $700,000.00 |
DisclosureSEC source: 0001144204-18-009518 · tv486000_4.xml · nonDerivative · entry 2 Smith Ryan Robins · CIK 0001706447 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Distributed by CR Capital Holdings LLC Disclosed balance after: 621,874,710 F1 · security: From December 22 through December 28th, 2017 CR CAPITAL HOLDINGS LLC distributed 27,570,000 shares to its non-managing members according to their percentage of ownership at the time of the Contribution and Merger Agreement between Investview, Inc., and Wealth Generators LLC that was effective April, 3, 2017. Prior to this distribution there were 649,444,710 shares jointly owned by the members of CR CAPITAL HOLDINGS LLC. Read SEC document |
| December 22, 2017 Filed Feb 16, 2018 19:25 UTC | Investview, Inc. INVU · Entity 7528 | OtherCommon Stock, $0.001 par value | 17,570,000 | $0.08 | $1,405,600.00 |
DisclosureSEC source: 0001144204-18-009518 · tv486000_4.xml · nonDerivative · entry 1 Smith Ryan Robins · CIK 0001706447 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Distributed by CR Capital Holdings LLC Disclosed balance after: 631,874,710 F1 · security: From December 22 through December 28th, 2017 CR CAPITAL HOLDINGS LLC distributed 27,570,000 shares to its non-managing members according to their percentage of ownership at the time of the Contribution and Merger Agreement between Investview, Inc., and Wealth Generators LLC that was effective April, 3, 2017. Prior to this distribution there were 649,444,710 shares jointly owned by the members of CR CAPITAL HOLDINGS LLC. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.