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Disclosery

Financial Perspectives, Inc: FELC position timeline

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

Financial Perspectives, Inc held 15,227 FELC 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 15,227 shares
    Change vs previous 13F +77 shares

    0.16% of the 13F portfolio, value $638,168.

    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 15,150 shares
    Change vs previous 13F +468 shares

    0.15% of the 13F portfolio, value $549,476.

    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 14,682 shares
    Change vs previous 13F +1,833 shares

    0.15% of the 13F portfolio, value $560,394.

    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 12,849 shares
    Change vs previous 13F +2,017 shares

    0.13% of the 13F portfolio, value $478,889.

    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 10,832 shares
    Change vs previous 13F +1,823 shares

    0.11% of the 13F portfolio, value $373,600.

    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 9,009 shares
    Change vs previous 13F +902 shares

    0.1% of the 13F portfolio, value $280,988.

    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 8,107 shares
    Change vs previous 13F +756 shares

    0.09% of the 13F portfolio, value $266,958.

    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 7,351 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $235,909.

    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).