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Disclosery

Financial Perspectives, Inc: IDV position timeline

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

Financial Perspectives, Inc held 63,096 IDV 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 63,096 shares
    Change vs previous 13F +1,587 shares

    0.64% of the 13F portfolio, value $2,614,079.

    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 61,509 shares
    Change vs previous 13F +987 shares

    0.73% of the 13F portfolio, value $2,617,805.

    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 60,522 shares
    Change vs previous 13F +1,007 shares

    0.64% of the 13F portfolio, value $2,387,592.

    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 59,515 shares
    Change vs previous 13F +438 shares

    0.6% of the 13F portfolio, value $2,175,285.

    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 59,077 shares
    Change vs previous 13F +348 shares

    0.62% of the 13F portfolio, value $2,038,743.

    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 58,729 shares
    Change vs previous 13F -311 shares

    0.62% of the 13F portfolio, value $1,821,771.

    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 59,040 shares
    Change vs previous 13F -2,970 shares

    0.54% of the 13F portfolio, value $1,616,519.

    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 62,010 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,874,561.

    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).