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Disclosery

Financial Perspectives, Inc: USRT position timeline

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

Financial Perspectives, Inc held 1,327 USRT 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 1,327 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $88,179.

    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 1,319 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $78,099.

    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 1,315 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $74,894.

    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).