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Disclosery

Financial Perspectives, Inc: IETC position timeline

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

Financial Perspectives, Inc held 10,433 IETC 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 10,433 shares
    Change vs previous 13F +87 shares

    0.27% of the 13F portfolio, value $1,119,994.

    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 10,346 shares
    Change vs previous 13F -513 shares

    0.26% of the 13F portfolio, value $914,346.

    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 10,859 shares
    Change vs previous 13F +137 shares

    0.3% of the 13F portfolio, value $1,103,139.

    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 10,722 shares
    Change vs previous 13F +14 shares

    0.3% of the 13F portfolio, value $1,092,883.

    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 10,708 shares
    Change vs previous 13F +463 shares

    0.3% of the 13F portfolio, value $1,006,566.

    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 10,245 shares
    Change vs previous 13F -528 shares

    0.28% of the 13F portfolio, value $815,475.

    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 10,773 shares
    Change vs previous 13F +236 shares

    0.31% of the 13F portfolio, value $919,179.

    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 10,537 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $825,806.

    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).