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Disclosery

Financial Perspectives, Inc: PTBD position timeline

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

Financial Perspectives, Inc held 0 PTBD shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -224 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 224 shares
    Change vs previous 13F -2,267 shares

    <0.01% of the 13F portfolio, value $4,471.

    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).

  3. period ended2024-09-30
    13F 2,491 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $51,399.

    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).