Skip to content

Financial Perspectives, Inc: VDC position timeline

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

Financial Perspectives, Inc held 14,815 VDC 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 14,815 shares
    Change vs previous 13F +239 shares

    0.81% of the 13F portfolio, value $3,340,620.

    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 14,576 shares
    Change vs previous 13F +422 shares

    0.91% of the 13F portfolio, value $3,273,627.

    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 14,154 shares
    Change vs previous 13F +689 shares

    0.81% of the 13F portfolio, value $2,989,888.

    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 13,465 shares
    Change vs previous 13F +570 shares

    0.8% of the 13F portfolio, value $2,877,957.

    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 12,895 shares
    Change vs previous 13F +1,263 shares

    0.85% of the 13F portfolio, value $2,823,918.

    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 11,632 shares
    Change vs previous 13F +1,045 shares

    0.87% of the 13F portfolio, value $2,545,286.

    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 10,587 shares
    Change vs previous 13F +215 shares

    0.75% of the 13F portfolio, value $2,237,859.

    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 10,372 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,266,065.

    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).