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Disclosery

Financial Perspectives, Inc: FSTA position timeline

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

Financial Perspectives, Inc held 139,634 FSTA 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 139,634 shares
    Change vs previous 13F +3,956 shares

    1.79% of the 13F portfolio, value $7,336,367.

    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 135,678 shares
    Change vs previous 13F +5,889 shares

    1.98% of the 13F portfolio, value $7,100,053.

    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 129,789 shares
    Change vs previous 13F +7,021 shares

    1.72% of the 13F portfolio, value $6,384,337.

    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 122,768 shares
    Change vs previous 13F +3,021 shares

    1.7% of the 13F portfolio, value $6,118,762.

    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 119,747 shares
    Change vs previous 13F +5,328 shares

    1.85% of the 13F portfolio, value $6,125,056.

    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 114,419 shares
    Change vs previous 13F +3,544 shares

    2.02% of the 13F portfolio, value $5,890,189.

    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 110,875 shares
    Change vs previous 13F +2,485 shares

    1.84% of the 13F portfolio, value $5,480,572.

    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 108,390 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $5,533,324.

    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).