Skip to content
Disclosery

Financial Perspectives, Inc: SPY position timeline

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

Financial Perspectives, Inc held 7,238 SPY 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 7,238 shares
    Change vs previous 13F +56 shares

    1.32% of the 13F portfolio, value $5,405,000.

    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 7,182 shares
    Change vs previous 13F +70 shares

    1.3% of the 13F portfolio, value $4,671,025.

    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 7,112 shares
    Change vs previous 13F +56 shares

    1.31% of the 13F portfolio, value $4,849,552.

    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 7,056 shares
    Change vs previous 13F -84 shares

    1.3% of the 13F portfolio, value $4,700,864.

    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 7,140 shares
    Change vs previous 13F +228 shares

    1.33% of the 13F portfolio, value $4,411,250.

    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 6,912 shares
    Change vs previous 13F +494 shares

    1.32% of the 13F portfolio, value $3,866,427.

    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 6,418 shares
    Change vs previous 13F +96 shares

    1.26% of the 13F portfolio, value $3,761,318.

    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 6,322 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,627,183.

    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).