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Disclosery

Financial Perspectives, Inc: META position timeline

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

Financial Perspectives, Inc held 5,703 META 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 5,703 shares
    Change vs previous 13F +1,299 shares

    0.78% of the 13F portfolio, value $3,212,367.

    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 4,404 shares
    Change vs previous 13F +1 shares

    0.7% of the 13F portfolio, value $2,519,384.

    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 4,403 shares
    Change vs previous 13F -282 shares

    0.78% of the 13F portfolio, value $2,906,463.

    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 4,685 shares
    Change vs previous 13F +206 shares

    0.95% of the 13F portfolio, value $3,440,411.

    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 4,479 shares
    Change vs previous 13F +267 shares

    1% of the 13F portfolio, value $3,306,255.

    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 4,212 shares
    Change vs previous 13F +122 shares

    0.83% of the 13F portfolio, value $2,427,715.

    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 4,090 shares
    Change vs previous 13F +140 shares

    0.8% of the 13F portfolio, value $2,394,609.

    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 3,950 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,261,372.

    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).