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Disclosery

Financial Perspectives, Inc: IWF position timeline

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

Financial Perspectives, Inc held 16,577 IWF 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 16,577 shares
    Change vs previous 13F +12,662 shares

    0.5% of the 13F portfolio, value $2,058,363.

    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 3,915 shares
    Change vs previous 13F +274 shares

    0.47% of the 13F portfolio, value $1,669,358.

    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 3,641 shares
    Change vs previous 13F +251 shares

    0.46% of the 13F portfolio, value $1,723,121.

    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 3,390 shares
    Change vs previous 13F +47 shares

    0.44% of the 13F portfolio, value $1,588,025.

    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 3,343 shares
    Change vs previous 13F +82 shares

    0.43% of the 13F portfolio, value $1,419,412.

    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 3,261 shares
    Change vs previous 13F +16 shares

    0.4% of the 13F portfolio, value $1,177,477.

    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 3,245 shares
    Change vs previous 13F +77 shares

    0.44% of the 13F portfolio, value $1,303,017.

    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 3,168 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,189,047.

    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).