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Disclosery

Financial Perspectives, Inc: FENY position timeline

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

Financial Perspectives, Inc held 56,604 FENY 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 56,604 shares
    Change vs previous 13F -316 shares

    0.41% of the 13F portfolio, value $1,673,209.

    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 56,920 shares
    Change vs previous 13F +279 shares

    0.54% of the 13F portfolio, value $1,936,417.

    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 56,641 shares
    Change vs previous 13F +24 shares

    0.38% of the 13F portfolio, value $1,402,989.

    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 56,617 shares
    Change vs previous 13F -499 shares

    0.39% of the 13F portfolio, value $1,399,581.

    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 57,116 shares
    Change vs previous 13F +2,310 shares

    0.4% of the 13F portfolio, value $1,339,369.

    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 54,806 shares
    Change vs previous 13F +24 shares

    0.48% of the 13F portfolio, value $1,400,299.

    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 54,782 shares
    Change vs previous 13F +23 shares

    0.44% of the 13F portfolio, value $1,306,002.

    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 54,759 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,318,603.

    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).