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Disclosery

Financial Perspectives, Inc: TDIV position timeline

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

Financial Perspectives, Inc held 9,801 TDIV 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 9,801 shares
    Change vs previous 13F -35 shares

    0.27% of the 13F portfolio, value $1,125,949.

    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 9,836 shares
    Change vs previous 13F +5 shares

    0.26% of the 13F portfolio, value $921,214.

    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 9,831 shares
    Change vs previous 13F -541 shares

    0.26% of the 13F portfolio, value $952,013.

    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 10,372 shares
    Change vs previous 13F +4 shares

    0.28% of the 13F portfolio, value $1,022,598.

    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 10,368 shares
    Change vs previous 13F +683 shares

    0.28% of the 13F portfolio, value $934,905.

    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 9,685 shares
    Change vs previous 13F +3,924 shares

    0.24% of the 13F portfolio, value $712,927.

    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 5,761 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $452,018.

    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 5,754 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $462,058.

    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).