Security
INVESTVIEW INC PFD SER B Preferred Stock · INVUP
INVUPOTCPreferred stockCurrentCIK 862651Updated Oct 6, 2026
Name history
Global Investor Services, Inc. · through Apr 18, 2012TheRetirementSolution.com, Inc. · through Oct 1, 2008Voxpath Holdings, Inc. · through Sep 14, 2006UINTAH MOUNTAIN COPPER COMPANY · through May 9, 2006
INVUP price & chart
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Recent filings
10-Q filing
10-Q filing
10-Q filing
10-K filing
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · Regulation FD Disclosure
Items 5.02, 7.01, 9.01
Show 5 more recent filings
Financials
FY 2025 · USDSource
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balance sheet · annual statements
| Line item | Q3 2025 | Q3 2024 | Q3 2023 | Q3 2022 | Q3 2021 | Q2 2025 | Q2 2022 | Q1 2022 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETS | ||||||||||||
| AssetsUSD | 31,571,595Source | 33,688,971Source | 35,576,073Source | 51,503,643Source | 10,772,931Source | — | 47,311,802Source | 30,685,018Source | 21,496,855Source | 31,571,595Source | 33,688,971Source | 35,576,073Source |
| Property, Plant and Equipment, NetUSD | 1,868,441Source | 6,536,823Source | 8,508,274Source | 6,682,877Source | 5,892,472Source | — | 6,402,182Source | 5,228,324Source | 1,642,987Source | 1,868,441Source | 6,536,823Source | 8,508,274Source |
| GoodwillUSD | 873,701Source | — | — | — | — | 873,701Source | — | — | — | 873,701Source | — | — |
| Current assets: | ||||||||||||
| Cash and Cash Equivalents, at Carrying ValueUSD | 22,467,710Source | 20,912,276Source | 20,317,253Source | 30,995,283Source | 1,110,960Source | — | 20,607,138Source | 13,622,302Source | 9,992,443Source | 22,467,710Source | 20,912,276Source | 20,467,256Source |
| Accounts Receivable, after Allowance for Credit Loss, CurrentUSD | 2,534,727Source | 500,000Source | 775,000Source | — | — | — | — | — | 569,578Source | 2,534,727Source | 500,000Source | — |
| Inventory, NetUSD | 495,865Source | 0Source | 249,480Source | — | — | — | — | — | 663,000Source | 495,865Source | — | 249,480Source |
| Assets, CurrentUSD | 27,392,228Source | 24,453,594Source | 26,017,265Source | 35,917,268Source | 3,983,347Source | — | 31,755,045Source | 22,465,645Source | 12,995,543Source | 28,520,119Source | 24,453,594Source | 26,017,265Source |
| Operating Lease, Right-of-Use AssetUSD | 211,996Source | 110,427Source | 223,692Source | 264,846Source | 63,258Source | — | 318,093Source | 207,444Source | 76,774Source | 211,996Source | 110,427Source | 223,692Source |
| Other Assets, NoncurrentUSD | 2,310,926Source | 2,698,554Source | 1,050,534Source | 8,903,498Source | 897,112Source | — | 9,154,575Source | 2,991,049Source | 6,858,325Source | 1,183,035Source | 2,698,554Source | 1,050,534Source |
| LIABILITIES AND EQUITY | ||||||||||||
| LiabilitiesUSD | 14,372,010Source | 14,898,673Source | 18,201,497Source | 22,563,802Source | 23,794,155Source | — | 22,575,281Source | 22,465,450Source | 12,571,941Source | 14,372,010Source | 14,898,673Source | 18,201,497Source |
| Stockholders’ equity: | ||||||||||||
| Preferred Stock, Value, IssuedUSD | 252Source | 252Source | 252Source | 252Source | 56Source | — | 252Source | 252Source | 252Source | 252Source | 252Source | 252Source |
| Common Stock, Value, IssuedUSD | 1,859,231Source | 2,333,356Source | 2,636,275Source | 2,904,211Source | 3,237,481Source | — | 2,987,397Source | 2,994,045Source | 1,860,375Source | 1,859,231Source | 2,333,356Source | 2,636,275Source |
| Additional Paid in CapitalUSD | 102,560,320Source | 104,056,807Source | 104,350,746Source | 101,883,573Source | 34,615,895Source | — | 102,689,743Source | 42,715,584Source | 104,110,876Source | 102,560,320Source | 104,056,807Source | 104,350,746Source |
| Retained Earnings (Accumulated Deficit)USD | -87,205,070Source | -87,576,899Source | -89,589,479Source | -75,825,195Source | -50,855,326Source | — | -80,920,132Source | -37,470,448Source | -96,789,073Source | -87,205,070Source | -87,576,899Source | -89,589,479Source |
| Accumulated Other Comprehensive Income (Loss), Net of TaxUSD | -23,218Source | -23,218Source | -23,218Source | -23,000Source | -19,330Source | — | -20,739Source | -19,865Source | -23,218Source | -23,218Source | -23,218Source | -23,218Source |
| Stockholders' Equity Attributable to ParentUSD | 17,199,585Source | 18,790,298Source | 17,374,576Source | 28,939,841Source | -13,021,224Source | — | 24,736,521Source | 8,219,568Source | 8,924,914Source | 17,199,585Source | 18,790,298Source | 17,374,576Source |
| Liabilities and EquityUSD | 31,571,595Source | 33,688,971Source | 35,576,073Source | 51,503,643Source | 10,772,931Source | — | 47,311,802Source | 30,685,018Source | 21,496,855Source | 31,571,595Source | 33,688,971Source | 35,576,073Source |
| Current liabilities: | ||||||||||||
| Liabilities, CurrentUSD | 12,288,385Source | 12,039,571Source | 11,767,838Source | 13,577,882Source | 8,696,633Source | — | 12,357,939Source | 10,106,206Source | 6,111,163Source | 12,288,385Source | 12,039,571Source | 11,767,838Source |
| Operating Lease, Liability, CurrentUSD | 165,707Source | 109,628Source | 148,226Source | 255,894Source | 48,000Source | — | 273,364Source | 147,600Source | 70,344Source | 165,707Source | 109,628Source | 148,226Source |
| Operating Lease, Liability, NoncurrentUSD | 46,433Source | 6,048Source | 79,432Source | 43,460Source | 21,593Source | — | 87,245Source | 79,503Source | 6,539Source | 46,433Source | 6,048Source | 79,432Source |
| Other Liabilities, NoncurrentUSD | — | — | — | — | — | — | — | — | — | — | 1,162,349Source | — |
| Additional Financial Items | ||||||||||||
| Dividends Payable, CurrentUSD | 245,101Source | 256,392Source | 236,630Source | 219,705Source | 70,516Source | — | 221,739Source | 219,290Source | 239,776Source | 245,101Source | 256,392Source | 236,630Source |
| Dividends PayableUSD | 245,101Source | — | — | — | — | — | — | — | 239,776Source | 245,101Source | — | — |
| Intangible Assets, Net (Excluding Goodwill) | — | — | — | —Source | —Source | — | —Source | — | — | — | — | — |
cash flow · annual statements
| Line item | Q4 2021 | Q3 2025 | Q3 2024 | Q3 2023 | Q3 2022 | Q2 2025 | Q2 2022 | Q1 2022 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash flows from operating activities: | ||||||||||||
| Net Income (Loss), Including Portion Attributable to Noncontrolling InterestUSD | — | — | — | — | — | — | -43,244,849Source | 8,772,658Source | -8,908,479Source | 1,190,416Source | — | -12,944,944Source |
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||||||||||
| Depreciation and amortization | — | — | — | — | — | — | — | —Source | — | — | — | —Source |
| Share-based Payment Arrangement, Noncash ExpenseUSD | — | — | — | — | — | — | — | — | — | 10,002Source | — | — |
| Changes in operating assets and liabilities: | ||||||||||||
| Increase (Decrease) in Accounts ReceivableUSD | — | — | — | — | — | — | — | 389,830Source | -1,965,149Source | 302,002Source | 977,183Source | -660,552Source |
| Increase (Decrease) in InventoriesUSD | — | — | — | — | — | — | — | — | 167,135Source | 326,986Source | -74,645Source | 304,655Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | — | — | — | — | — | — | — | 6,764,171Source | -3,698,826Source | 8,302,341Source | 6,065,257Source | 9,360,588Source |
| Cash flows from investing activities: | ||||||||||||
| Net Cash Provided by (Used in) Investing ActivitiesUSD | — | — | — | — | — | — | — | -61,578Source | -4,209,570Source | -1,604,876Source | -2,537,723Source | -14,174,376Source |
| Payments to Acquire Property, Plant, and EquipmentUSD | — | — | — | — | — | — | — | 61,578Source | 544,560Source | 461,945Source | 2,561,001Source | 15,267,932Source |
| Cash flows from financing activities: | ||||||||||||
| Payments for Repurchase of Common StockUSD | — | — | — | — | — | — | — | — | — | — | — | 46,720Source |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | — | — | — | — | — | — | — | 2,289,982Source | -4,566,871Source | -5,372,385Source | -3,873,802Source | -6,314,002Source |
| Dividends paid | — | — | — | — | — | — | — | —Source | —Source | —Source | —Source | —Source |
| Repayments of Long-term DebtUSD | — | — | — | — | — | — | — | — | — | 1,300,000Source | — | — |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | — | — | — | — | — | — | — | 8,991,767Source | -12,475,267Source | 1,325,080Source | -346,268Source | -11,128,008Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | 21,142,630Source | — | — | — | — | — | — | 22,467,710Source | — | — |
| Supplemental disclosure of cash flow information: | ||||||||||||
| Interest Paid, Excluding Capitalized Interest, Operating ActivitiesUSD | — | — | — | — | — | — | — | 225,129Source | 929,760Source | 929,760Source | 932,197Source | 1,060,582Source |
| Income Taxes Paid, NetUSD | — | — | — | — | — | — | — | 3,189Source | -171,462Source | 2,156,774Source | 878,548Source | 1,429,711Source |
| Additional Financial Items | ||||||||||||
| CryptoAssetRealizedGainLossNonoperatingUSD | — | — | — | — | — | — | — | — | 120,214Source | 452,450Source | — | — |
| DepreciationUSD | — | — | — | — | — | — | — | 694,044Source | 730,278Source | 3,875,614Source | 4,450,466Source | 6,227,907Source |
| Derivative, Gain (Loss) on Derivative, NetUSD | — | — | — | — | — | — | 47,017Source | 236,648Source | 758Source | 4,974Source | 18,691Source | 44,945Source |
| Dividends Payable, CurrentUSD | — | 245,101Source | 256,392Source | 236,630Source | 219,705Source | — | 221,739Source | 219,290Source | 239,776Source | 245,101Source | 256,392Source | 236,630Source |
| Dividends PayableUSD | — | 245,101Source | — | — | — | — | — | — | 239,776Source | 245,101Source | — | — |
| Gain (Loss) on Disposition of Property Plant Equipment, Excluding Oil and Gas Property and Timber PropertyUSD | — | — | — | — | — | — | — | — | 113,251Source | 180,223Source | — | — |
| Gain (Loss) on Disposition of AssetsUSD | — | — | — | — | — | — | — | — | 104,742Source | -180,223Source | -223,630Source | 266,838Source |
| Gain (Loss) on Disposition of Other AssetsUSD | — | — | — | — | — | — | — | — | — | — | 174,835Source | — |
| Gain (Loss) on Extinguishment of DebtUSD | — | — | — | — | — | — | 21,349Source | 4,001Source | -111,277Source | — | — | 455Source |
| General and Administrative ExpenseUSD | — | — | — | — | — | — | 54,097,580Source | 2,046,484Source | 9,572,377Source | 8,022,020Source | 9,531,431Source | 10,740,430Source |
| GoodwillUSD | — | 873,701Source | — | — | — | 873,701Source | — | — | — | 873,701Source | — | — |
| Impairment of Intangible Assets (Excluding Goodwill)USD | — | — | — | — | — | — | — | — | — | — | 0Source | 689,822Source |
| Income Tax Expense (Benefit)USD | — | — | — | — | — | — | 758Source | 3,189Source | -58,801Source | 894,940Source | 2,178,412Source | 326,555Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | — | — | — | — | -43,244,849Source | 8,772,658Source | -8,913,009Source | 1,191,169Source | 2,831,920Source | -12,944,944Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | — | — | — | — | — | — | 4,530Source | -753Source | — | — |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | — | — | — | — | -43,449,684Source | 8,567,823Source | -9,732,349Source | 371,829Source | 2,012,580Source | -13,764,284Source |
| Nonoperating Income (Expense)USD | — | — | — | — | — | — | 971,767Source | -1,761,603Source | -707,178Source | 390,637Source | 405,402Source | -4,005,603Source |
| Operating Costs and ExpensesUSD | — | — | — | — | — | — | 2,101,490Source | 2,186,152Source | 8,242,809Source | 6,056,491Source | 10,736,709Source | 8,249,790Source |
| Operating ExpensesUSD | — | — | — | — | — | — | 67,586,958Source | 15,089,115Source | 44,515,771Source | 50,687,252Source | 63,315,941Source | 70,461,690Source |
| Operating Lease, ExpenseUSD | — | — | — | — | — | — | — | 26,323Source | 176,941Source | 130,710Source | 156,315Source | 232,680Source |
| Other Nonoperating Income (Expense)USD | — | — | — | — | — | — | 22,168Source | 46,338Source | 1,135,282Source | 1,567,543Source | 1,389,796Source | 193,235Source |
| Payments to Acquire InvestmentsUSD | — | — | — | — | — | — | — | — | — | 1,144,426Source | — | — |
| Stock or Unit Option Plan ExpenseUSD | — | — | — | — | — | — | — | — | 1,551,700Source | 1,610,536Source | 2,555,155Source | 2,392,866Source |
| Amortization | — | — | — | — | — | — | — | —Source | — | — | — | — |
| Payments of Financing Costs | — | — | — | — | — | — | — | — | — | — | — | — |
income statement · annual statements
| Line item | Q4 2021 | Q4 2020 | Q3 2021 | Q3 2020 | Q2 2022 | Q2 2021 | Q1 2022 | Q1 2021 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total RevenueUSD | — | — | 7,875,038Source | 4,963,611Source | 23,371,100Source | 7,753,337Source | 25,626,565Source | 5,589,816Source | 36,255,669Source | 52,381,971Source | 67,920,871Source | 61,848,904Source |
| Selling, General and Administrative ExpenseUSD | — | — | — | — | — | — | — | — | — | — | 560,065Source | 58,617Source |
| Operating Income (Loss)USD | — | — | -1,573,661Source | -1,739,296Source | -44,215,858Source | 504,372Source | 10,537,450Source | -3,006,798Source | -8,260,102Source | 1,694,719Source | 4,604,930Source | -8,612,786Source |
| Other Nonoperating Income (Expense)USD | — | — | -2,752Source | 3,231Source | 22,168Source | 123,346Source | 46,338Source | 63,062Source | 1,135,282Source | 1,567,543Source | 1,389,796Source | 193,235Source |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | — | — | 1,729,067Source | -3,825,730Source | -43,244,091Source | -1,185,463Source | 8,775,847Source | -4,912,802Source | -8,967,280Source | 2,085,356Source | 5,010,332Source | -12,618,389Source |
| Income Tax Expense (Benefit)USD | — | — | 3,288Source | 2,198Source | 758Source | 2,297Source | 3,189Source | 985Source | -58,801Source | 894,940Source | 2,178,412Source | 326,555Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | — | — | — | — | — | — | 4,530Source | -753Source | — | — |
| Net Income (Loss) Attributable to ParentUSD | — | — | 1,725,779Source | -3,827,928Source | -43,244,849Source | -1,187,760Source | 8,772,658Source | -4,913,787Source | -8,913,009Source | 1,191,169Source | 2,831,920Source | -12,944,944Source |
| Earnings Per Share, BasicUSD per share | — | — | — | — | -0.01Source | 0Source | 0Source | 0Source | -0.01Source | 0Source | 0Source | -0.01Source |
| Earnings Per Share, DilutedUSD per share | — | — | — | — | -0.01Source | 0Source | 0Source | 0Source | -0.01Source | 0Source | 0Source | -0.01Source |
| Weighted Average Number of Shares Outstanding, Basicshares | — | — | — | — | 2,992,958,712Source | 2,985,916,112Source | — | — | 1,854,643,401Source | 1,908,219,120Source | 2,559,093,504Source | 2,677,718,626Source |
| Weighted Average Number of Shares Outstanding, Dilutedshares | — | — | — | — | 2,992,958,712Source | 2,985,916,112Source | 2,987,735,892Source | 3,234,791,316Source | 1,854,643,401Source | 2,944,647,691Source | 3,595,522,075Source | 2,677,718,626Source |
| Additional Financial Items | ||||||||||||
| CryptoAssetRealizedGainLossNonoperatingUSD | — | — | — | — | — | — | — | — | 120,214Source | 452,450Source | — | — |
| Current Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | -58,801Source | 894,940Source | 2,178,412Source | 326,555Source |
| Depreciation, Depletion and Amortization, NonproductionUSD | — | — | — | — | — | — | — | — | — | — | — | 3,419,825Source |
| General and Administrative ExpenseUSD | — | — | 1,814,425Source | 1,765,381Source | 54,097,580Source | 364,826Source | 2,046,484Source | 2,444,792Source | 9,572,377Source | 8,022,020Source | 9,531,431Source | 10,740,430Source |
| Income (Loss) from Continuing Operations before Income Taxes, DomesticUSD | — | — | — | — | — | — | — | — | -8,967,280Source | 2,085,356Source | 5,010,332Source | -12,618,389Source |
| Net Income (Loss) Available to Common Stockholders, BasicUSD | — | — | 1,680,737Source | -3,827,928Source | -43,449,684Source | -1,240,102Source | 8,567,823Source | -4,913,787Source | -9,732,349Source | 371,829Source | 2,012,580Source | -13,764,284Source |
| Nonoperating Income (Expense)USD | — | — | 3,302,728Source | -2,086,434Source | 971,767Source | -1,689,835Source | -1,761,603Source | -1,906,004Source | -707,178Source | 390,637Source | 405,402Source | -4,005,603Source |
| Operating Costs and ExpensesUSD | — | — | — | — | 2,101,490Source | 1,724,809Source | 2,186,152Source | 912,324Source | 8,242,809Source | 6,056,491Source | 10,736,709Source | 8,249,790Source |
| Operating ExpensesUSD | — | — | — | 6,702,907Source | 67,586,958Source | 7,248,965Source | 15,089,115Source | 8,596,614Source | 44,515,771Source | 50,687,252Source | 63,315,941Source | 70,461,690Source |
| Operating Lease, ExpenseUSD | — | — | 11,000Source | 16,397Source | — | 16,397Source | 26,323Source | 16,397Source | 176,941Source | 130,710Source | 156,315Source | 232,680Source |
| Other Operating IncomeUSD | — | — | — | — | — | — | — | — | — | — | — | 1,700,000Source |
| Preferred Stock Dividends, Income Statement ImpactUSD | — | — | 45,042Source | 0Source | 204,835Source | 52,342Source | 204,835Source | — | 819,340Source | 819,340Source | 819,340Source | 819,340Source |
| Selling and Marketing ExpenseUSD | — | — | 18,607Source | 575,199Source | 26,484Source | 627,356Source | 39,849Source | 217,584Source | 564,574Source | 569,491Source | 560,065Source | 58,617Source |
| Cost of Revenue | — | — | —Source | —Source | — | —Source | — | —Source | — | — | — | — |
| Amortization of Intangible Assets | — | — | — | — | — | — | — | —Source | — | — | — | — |
| Costs and Expenses | — | — | —Source | —Source | — | — | — | — | — | — | — | — |
| Income (Loss) Attributable to Parent, before Tax | — | — | — | — | — | — | — | — | — | — | — | — |
| Interest Expense | — | — | — | — | — | — | — | —Source | — | — | — | — |
| Interest Expense, Debt | — | — | —Source | —Source | — | — | — | — | — | — | — | — |
Filing attachments
ex4-02.htm · 10-K · 2026-03-31
Exhibit 4.02 INVESTVIEW, INC. DESCRIPTION OF SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 The following is a summary of information concerning the capital stock of Investview, Inc., a Nevada corporation (the “Company,” “we,” “us” and “our”). The summaries and descriptions below do not purport to be complete and are subject to and qualified in their entirety by reference to our Articles of Incorporation, as amended (our “Charter”), our Bylaws as amended …
Read attachment ↗ex99-1.htm · 8-K · 2026-02-03
Exhibit 99.1 Investview Strengthens Board with New Appointment of Robert Verdun to Board of Directors Haverford, PA, February 3, 2026 (GLOBE NEWSWIRE) - Investview, Inc. (OTCQB: INVU), a diversified financial technology services company operating across multiple business units that feature the sale of financial education products and services through a global network of independent distributors, the manufacture and sale of consumer health, wellness and nutrition products, an early-stage online…
Read attachment ↗ex99-1.htm · 8-K · 2025-03-05
EX-99.1 2 ex99-1.htm Exhibit 99.1 INVESTVIEW, INC. ANNOUNCES LAUNCH OF STOCK REPURCHASE PROGRAM HAVERFORD, PA, Mar. 6, 2025 - Investview, Inc. (OTCQB: INVU), operates a diversified financial technology services company offering multiple business units across key sectors. These include a financial education division offering tools, content, and research through a global network of independent distributors; a manufacturing division focused on proprietary aesthetics, health, nutrition, & cogni…
Read attachment ↗ex99-1.htm · 8-K · 2025-01-17
EX-99.1 2 ex99-1.htm Exhibit 99.1 INVESTVIEW, INC. ANNOUNCES SETTLEMENT OF OUTSTANDING SEC INQUIRY HAVERFORD, PA, January 17, 2025 - Investview, Inc. (OTCQB: INVU), operates a diversified financial technology services company offering multiple business units across key sectors. These include a financial education division offering tools, content, and research through a global network of independent distributors; a manufacturing division focused on proprietary aesthetics, health, nutrition, …
Read attachment ↗