Welcome to our dedicated page for Investview SEC filings (Ticker: INVUP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for INVESTVIEW INC PFD SER B (INVUP) provides access to the regulatory disclosures of Investview, Inc., the issuer of this preferred stock series. Because INVUP is tied to Investview’s overall financial condition and risk profile, investors often review the company’s Forms 10-K, 10-Q, 8-K and other submissions to understand the underlying business segments, capital structure, and material events that may affect preferred shareholders.
In its public filings, Investview describes itself as a diversified financial technology (FinTech) services company with multiple lines of business, including a Financial Education and Technology segment (iGenius), a Blockchain Technology and Crypto Mining Products and Services segment (SAFETek), a Manufacturing and Development of Health, Beauty and Wellness Products segment (Renu Labs and myLife Wellness), and an early-stage Brokerage and Financial Markets initiative (Opencash Securities LLC and related trading platforms). Annual reports on Form 10-K and quarterly reports on Form 10-Q typically provide segment descriptions, risk factors, and management’s discussion and analysis that help contextualize the issuer’s capacity to support its securities.
Current reports on Form 8-K are particularly relevant for monitoring material events that may influence INVUP. For example, a Form 8-K dated January 5, 2026 discloses that the Polish Office of Competition and Consumer Protection (UOKiK) issued an administrative decision finding that aspects of the iGenius business model in Poland violated laws prohibiting pyramid-style promotional schemes, imposing an administrative fine and a cease-and-desist order. The filing explains that Investview intends to appeal, expects to continue operations in Poland during the appeal, and warns that an adverse outcome or similar actions by other regulators could have a materially adverse impact on the company’s business, financial condition, results of operations, or prospects.
Other filings and disclosures discuss the settlement of an SEC inquiry related to the Apex Program, a legacy sale/leaseback arrangement involving high-performance server equipment used primarily for Bitcoin mining. In that settlement, the SEC concluded that interests offered in connection with the Apex Program were unregistered investment contracts sold in violation of Sections 5(a) and 5(c) of the Securities Act of 1933, and Investview agreed to pay a civil penalty and to cease and desist from further violations of those provisions.
Through Stock Titan, investors can use AI-powered tools to read and interpret Investview’s filings more efficiently. Real-time updates from EDGAR allow quick access to new 8-Ks describing regulatory decisions, business developments in segments such as iGenius, SAFETek, Renu Labs, myLife Wellness, and Opencash, as well as proxy materials and other governance-related documents. AI-generated summaries can help explain complex sections of 10-K and 10-Q reports, highlight key risk disclosures, and surface information relevant to preferred shareholders, including discussions of capital structure, legal proceedings, and segment performance.
For those analyzing INVUP, reviewing Investview’s SEC filings alongside its news releases can provide a more complete picture of the issuer’s operations, regulatory environment, and strategic direction, all of which are central to evaluating the preferred stock series.
Investview, Inc. appointed Robert Verdun to its Board of Directors effective January 28, 2026. Verdun is a seasoned entrepreneur and corporate director with leadership roles at Scaling Up Network LLC, Solyco Capital, United Wholesale Mortgage, and Medwatch Technologies.
He was designated to the Board by Chairman David B. Rothrock under existing voting agreement rights. In connection with his appointment, Verdun received a stock option for 25,000,000 shares of common stock at an exercise price of $0.05, granted under the 2022 Incentive Plan. The option vests in five equal tranches of 5,000,000 shares on February 5 of each year from 2027 through 2031, conditioned on his continued service with the company.
Verdun will also receive customary non‑employee director compensation consistent with the company’s other non‑employee director. The company announced his election in a February 3, 2026 press release attached as an exhibit.
Investview director Robert Verdun was granted stock options for 25,000,000 shares of common stock on January 28, 2026 at an exercise price of $0.05 per share. These options are direct holdings.
According to the vesting schedule, 5,000,000 shares vest on each of February 5, 2027, 2028, 2029, 2030, and 2031. After this grant, Verdun directly owns 1,050,000 shares of Investview common stock, separate from the option position.
Investview, Inc. director Robert Verdun filed an initial ownership report showing his stake in the company. The filing states that he beneficially owns 1,050,000 shares of Investview common stock, held directly in his name. There are no derivative securities reported in this Form 3.
Investview, Inc. reported that the Polish Office of Competition and Consumer Protection (UOKiK) has issued an administrative decision against its iGenius unit in Poland. UOKiK found that aspects of the iGenius business model violate Polish laws on unfair commercial practices, including rules prohibiting pyramid-style promotional schemes, and imposed a fine of PLN 14,668,589 (approximately USD $4 million) plus a cease-and-desist order.
Investview disagrees with the decision based on its interpretation of Polish law and plans to use all available appeal rights before a Polish court, during which it expects to continue operating in Poland while evaluating potential business adjustments. The company warns that an unsuccessful appeal could lead to payment of the fine and require modification, suspension, or discontinuation of a material portion of its Polish iGenius operations, and that similar actions by other regulators in Europe or the United States could materially adversely affect its business, financial condition, results of operations, or prospects.
Investview, Inc. reported lower sales and a small loss for the quarter ended September 30, 2025. Quarterly revenue was $9,052,608, down from the prior year’s comparable period, and the company recorded a net loss of $854,143. For the first nine months of 2025, revenue totaled $29,106,578 with a net loss of $1,114,512, compared with a profit in the prior year.
Cash and cash equivalents were $15,080,456 as of September 30, 2025, versus $22,467,710 at December 31, 2024, reflecting operating cash outflows. Total liabilities declined to $10,840,128 from $14,372,010, while stockholders’ equity was $16,648,582. The company adopted new crypto accounting (ASU 2023-08) and reported digital assets at fair value of $3,794,502, including 32.38 Bitcoin and 101,755 USDC.
Membership revenue remained the largest contributor, supplemented by Bitcoin mining and the addition of health and wellness product sales. The board authorized a $1,000,000 stock repurchase program; year‑to‑date, 8,501,503 shares were repurchased for $137,261. Preferred dividends declared year‑to‑date were $614,505.
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