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Disclosery

Financial Perspectives, Inc: FESM position timeline

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

Financial Perspectives, Inc held 13,137 FESM 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 13,137 shares
    Change vs previous 13F +1,039 shares

    0.15% of the 13F portfolio, value $634,371.

    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 12,098 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $459,734.

    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 12,096 shares
    Change vs previous 13F +144 shares

    0.12% of the 13F portfolio, value $456,992.

    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 11,952 shares
    Change vs previous 13F +197 shares

    0.12% of the 13F portfolio, value $436,947.

    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 11,755 shares
    Change vs previous 13F -1,560 shares

    0.11% of the 13F portfolio, value $376,052.

    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 13,315 shares
    Change vs previous 13F +1,461 shares

    0.13% of the 13F portfolio, value $392,533.

    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 11,854 shares
    Change vs previous 13F +527 shares

    0.13% of the 13F portfolio, value $383,474.

    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 11,327 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $364,438.

    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).