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Disclosery

Financial Perspectives, Inc: TLT position timeline

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

Financial Perspectives, Inc held 1,037 TLT 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 1,037 shares
    Change vs previous 13F +425 shares

    0.02% of the 13F portfolio, value $89,658.

    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 612 shares
    Change vs previous 13F +410 shares

    0.01% of the 13F portfolio, value $53,028.

    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 202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,627.

    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).