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Disclosery

Financial Perspectives, Inc: NU position timeline

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

Financial Perspectives, Inc held 57,533 NU 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 57,533 shares
    Change vs previous 13F +19,808 shares

    0.19% of the 13F portfolio, value $768,641.

    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 37,725 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $542,108.

    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 37,725 shares
    Change vs previous 13F +208 shares

    0.17% of the 13F portfolio, value $631,516.

    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 37,517 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $600,647.

    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 37,517 shares
    Change vs previous 13F +4,598 shares

    0.16% of the 13F portfolio, value $514,733.

    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 32,919 shares
    Change vs previous 13F +2,352 shares

    0.12% of the 13F portfolio, value $337,091.

    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 30,567 shares
    Change vs previous 13F +2,415 shares

    0.11% of the 13F portfolio, value $316,674.

    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 28,152 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $384,275.

    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).