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Disclosery

Financial Perspectives, Inc: ORI position timeline

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

Financial Perspectives, Inc held 616 ORI 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 616 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $25,224.

    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 611 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $24,396.

    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 573 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $26,142.

    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 569 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $24,171.

    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 565 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $21,721.

    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 561 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $21,991.

    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 526 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $19,027.

    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 522 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,490.

    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).