Skip to content
Disclosery

Financial Perspectives, Inc: HDB position timeline

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

Financial Perspectives, Inc held 23,119 HDB 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 23,119 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $597,164.

    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 23,119 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $575,201.

    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 23,119 shares
    Change vs previous 13F +1,581 shares

    0.23% of the 13F portfolio, value $844,768.

    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 21,538 shares
    Change vs previous 13F +10,769 shares

    0.2% of the 13F portfolio, value $735,738.

    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 10,769 shares
    Change vs previous 13F +136 shares

    0.25% of the 13F portfolio, value $825,659.

    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 10,633 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $706,457.

    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 10,633 shares
    Change vs previous 13F +834 shares

    0.23% of the 13F portfolio, value $679,023.

    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 9,799 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $613,025.

    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).