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Disclosery

Financial Perspectives, Inc: IJR position timeline

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

Financial Perspectives, Inc held 5,069 IJR 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 5,069 shares
    Change vs previous 13F +9 shares

    0.18% of the 13F portfolio, value $751,741.

    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 5,060 shares
    Change vs previous 13F +148 shares

    0.18% of the 13F portfolio, value $629,012.

    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 4,912 shares
    Change vs previous 13F +168 shares

    0.16% of the 13F portfolio, value $590,287.

    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 4,744 shares
    Change vs previous 13F -88 shares

    0.16% of the 13F portfolio, value $563,763.

    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 4,832 shares
    Change vs previous 13F +24 shares

    0.16% of the 13F portfolio, value $528,093.

    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 4,808 shares
    Change vs previous 13F +206 shares

    0.17% of the 13F portfolio, value $502,815.

    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 4,602 shares
    Change vs previous 13F +262 shares

    0.18% of the 13F portfolio, value $530,271.

    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 4,340 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $507,570.

    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).