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Financial Perspectives, Inc: FTEC position timeline

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

Financial Perspectives, Inc held 29,202 FTEC 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 29,202 shares
    Change vs previous 13F +78 shares

    2.03% of the 13F portfolio, value $8,339,377.

    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 29,124 shares
    Change vs previous 13F +4 shares

    1.69% of the 13F portfolio, value $6,059,330.

    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 29,120 shares
    Change vs previous 13F +595 shares

    1.76% of the 13F portfolio, value $6,542,422.

    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 28,525 shares
    Change vs previous 13F +71 shares

    1.76% of the 13F portfolio, value $6,337,325.

    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 28,454 shares
    Change vs previous 13F +312 shares

    1.7% of the 13F portfolio, value $5,611,682.

    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 28,142 shares
    Change vs previous 13F +393 shares

    1.55% of the 13F portfolio, value $4,538,409.

    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 27,749 shares
    Change vs previous 13F +97 shares

    1.72% of the 13F portfolio, value $5,130,314.

    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 27,652 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,825,321.

    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).