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Disclosery

Financial Perspectives, Inc: IVV position timeline

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

Financial Perspectives, Inc held 8,149 IVV 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 8,149 shares
    Change vs previous 13F +464 shares

    1.49% of the 13F portfolio, value $6,102,766.

    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 7,685 shares
    Change vs previous 13F +200 shares

    1.4% of the 13F portfolio, value $5,019,599.

    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 7,485 shares
    Change vs previous 13F +597 shares

    1.38% of the 13F portfolio, value $5,126,763.

    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 6,888 shares
    Change vs previous 13F -60 shares

    1.28% of the 13F portfolio, value $4,610,411.

    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 6,948 shares
    Change vs previous 13F +348 shares

    1.3% of the 13F portfolio, value $4,313,824.

    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 6,600 shares
    Change vs previous 13F +65 shares

    1.3% of the 13F portfolio, value $3,796,654.

    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 6,535 shares
    Change vs previous 13F +459 shares

    1.29% of the 13F portfolio, value $3,847,109.

    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 6,076 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,504,789.

    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).