Skip to content
Disclosery

Financial Perspectives, Inc: MO position timeline

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

Financial Perspectives, Inc held 243 MO 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 243 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $17,520.

    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 242 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $15,952.

    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 240 shares
    Change vs previous 13F -7,885 shares

    <0.01% of the 13F portfolio, value $13,816.

    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 8,125 shares
    Change vs previous 13F +54 shares

    0.15% of the 13F portfolio, value $536,727.

    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 8,071 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $473,199.

    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 8,069 shares
    Change vs previous 13F -164 shares

    0.17% of the 13F portfolio, value $484,307.

    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 8,233 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $430,505.

    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 8,231 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $420,107.

    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).