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Disclosery

Financial Perspectives, Inc: IVW position timeline

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

Financial Perspectives, Inc held 100,576 IVW 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 100,576 shares
    Change vs previous 13F +1,630 shares

    3.37% of the 13F portfolio, value $13,832,182.

    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 98,946 shares
    Change vs previous 13F +244 shares

    3.12% of the 13F portfolio, value $11,191,794.

    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 98,702 shares
    Change vs previous 13F +3,398 shares

    3.28% of the 13F portfolio, value $12,166,063.

    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 95,304 shares
    Change vs previous 13F +640 shares

    3.19% of the 13F portfolio, value $11,505,124.

    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 94,664 shares
    Change vs previous 13F +2,008 shares

    3.15% of the 13F portfolio, value $10,422,477.

    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 92,656 shares
    Change vs previous 13F -795 shares

    2.94% of the 13F portfolio, value $8,601,267.

    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 93,451 shares
    Change vs previous 13F +185 shares

    3.19% of the 13F portfolio, value $9,488,065.

    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 93,266 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $8,930,234.

    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).