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Financial Perspectives, Inc: CGCB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Perspectives, Inc on CGCB, newest first. How the timeline and the estimate are built.

Financial Perspectives, Inc held 30,233 CGCB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,233 shares
    Change vs previous 13F +8,289 shares

    0.19% of the 13F portfolio, value $791,508.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,944 shares
    Change vs previous 13F +892 shares

    0.16% of the 13F portfolio, value $576,262.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,052 shares
    Change vs previous 13F +7,262 shares

    0.15% of the 13F portfolio, value $558,295.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,790 shares
    Change vs previous 13F +7,786 shares

    0.1% of the 13F portfolio, value $366,530.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,004 shares
    Change vs previous 13F +904 shares

    0.05% of the 13F portfolio, value $157,908.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,100 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $134,032.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,078 shares
    Change vs previous 13F +27 shares

    0.04% of the 13F portfolio, value $130,968.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,051 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $136,136.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).