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Financial Perspectives, Inc: IEFA position timeline

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

Financial Perspectives, Inc held 8,872 IEFA 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 8,872 shares
    Change vs previous 13F +436 shares

    0.21% of the 13F portfolio, value $856,885.

    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 8,436 shares
    Change vs previous 13F +313 shares

    0.21% of the 13F portfolio, value $763,755.

    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 8,123 shares
    Change vs previous 13F +802 shares

    0.2% of the 13F portfolio, value $726,727.

    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 7,321 shares
    Change vs previous 13F +776 shares

    0.18% of the 13F portfolio, value $639,159.

    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 6,545 shares
    Change vs previous 13F +315 shares

    0.17% of the 13F portfolio, value $546,340.

    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 6,230 shares
    Change vs previous 13F +94 shares

    0.16% of the 13F portfolio, value $471,320.

    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 6,136 shares
    Change vs previous 13F +561 shares

    0.14% of the 13F portfolio, value $431,257.

    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 5,575 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $435,165.

    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).