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Disclosery

Financial Perspectives, Inc: CGCP position timeline

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

Financial Perspectives, Inc held 16,098 CGCP 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 16,098 shares
    Change vs previous 13F +442 shares

    0.09% of the 13F portfolio, value $358,820.

    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 15,656 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $349,747.

    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 15,630 shares
    Change vs previous 13F +4,536 shares

    0.1% of the 13F portfolio, value $353,869.

    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 11,094 shares
    Change vs previous 13F +2,839 shares

    0.07% of the 13F portfolio, value $252,049.

    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 8,255 shares
    Change vs previous 13F +799 shares

    0.06% of the 13F portfolio, value $185,738.

    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 7,456 shares
    Change vs previous 13F +531 shares

    0.06% of the 13F portfolio, value $167,381.

    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 6,925 shares
    Change vs previous 13F +1,354 shares

    0.05% of the 13F portfolio, value $153,740.

    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 5,571 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $128,802.

    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).