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Disclosery

Financial Perspectives, Inc: IYW position timeline

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

Financial Perspectives, Inc held 12,996 IYW 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 12,996 shares
    Change vs previous 13F +72 shares

    0.8% of the 13F portfolio, value $3,278,058.

    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 12,924 shares
    Change vs previous 13F +128 shares

    0.65% of the 13F portfolio, value $2,344,656.

    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 12,796 shares
    Change vs previous 13F +135 shares

    0.69% of the 13F portfolio, value $2,555,185.

    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 12,661 shares
    Change vs previous 13F +200 shares

    0.69% of the 13F portfolio, value $2,479,786.

    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 12,461 shares
    Change vs previous 13F +394 shares

    0.65% of the 13F portfolio, value $2,159,046.

    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 12,067 shares
    Change vs previous 13F +63 shares

    0.58% of the 13F portfolio, value $1,694,672.

    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 12,004 shares
    Change vs previous 13F +124 shares

    0.64% of the 13F portfolio, value $1,914,925.

    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 11,880 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,801,220.

    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).