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Disclosery

Financial Perspectives, Inc: VGT position timeline

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

Financial Perspectives, Inc held 223,584 VGT 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 223,584 shares
    Change vs previous 13F +195,646 shares

    6.5% of the 13F portfolio, value $26,722,816.

    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 27,938 shares
    Change vs previous 13F +135 shares

    5.44% of the 13F portfolio, value $19,493,039.

    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 27,803 shares
    Change vs previous 13F +161 shares

    5.65% of the 13F portfolio, value $20,957,103.

    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 27,642 shares
    Change vs previous 13F -960 shares

    5.72% of the 13F portfolio, value $20,638,486.

    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 28,602 shares
    Change vs previous 13F +995 shares

    5.74% of the 13F portfolio, value $18,971,007.

    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 27,607 shares
    Change vs previous 13F +1,090 shares

    5.14% of the 13F portfolio, value $15,000,777.

    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 26,517 shares
    Change vs previous 13F +3,576 shares

    5.54% of the 13F portfolio, value $16,488,152.

    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 22,941 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $13,455,216.

    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).