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Disclosery

Financial Perspectives, Inc: FDVV position timeline

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

Financial Perspectives, Inc held 5,369 FDVV 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 5,369 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $323,676.

    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 5,354 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $295,777.

    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 5,341 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $302,793.

    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 5,330 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $296,924.

    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 5,319 shares
    Change vs previous 13F +1,013 shares

    0.08% of the 13F portfolio, value $276,679.

    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 4,306 shares
    Change vs previous 13F +943 shares

    0.07% of the 13F portfolio, value $213,553.

    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 3,363 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $167,948.

    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).