Financial Perspectives, Inc: BOTZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Perspectives, Inc on BOTZ, newest first. How the timeline and the estimate are built.
Financial Perspectives, Inc held 6,963 BOTZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 6,963 sharesChange vs previous 13F +280 shares
0.06% of the 13F portfolio, value $264,164.
13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,683 sharesChange vs previous 13F +7 shares
0.06% of the 13F portfolio, value $221,997.
13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,676 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $241,878.
13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,676 sharesChange vs previous 13F +160 shares
0.07% of the 13F portfolio, value $236,537.
13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,516 sharesChange vs previous 13F +575 shares
0.06% of the 13F portfolio, value $212,762.
13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,941 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $169,094.
13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,941 sharesChange vs previous 13F +406 shares
0.06% of the 13F portfolio, value $189,829.
13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,535 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $177,965.
13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).