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
- period ended2026-06-3013F 14,815 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,576 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,154 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,465 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,895 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,632 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,587 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,372 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).