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Disclosery

Financial Perspectives, Inc: VHT position timeline

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

Financial Perspectives, Inc held 3,322 VHT 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 3,322 shares
    Change vs previous 13F +2 shares

    0.24% of the 13F portfolio, value $993,372.

    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 3,320 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $904,260.

    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 3,319 shares
    Change vs previous 13F +3 shares

    0.26% of the 13F portfolio, value $955,249.

    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 3,316 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $860,724.

    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 3,313 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $822,845.

    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 3,311 shares
    Change vs previous 13F +58 shares

    0.3% of the 13F portfolio, value $876,628.

    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 3,253 shares
    Change vs previous 13F +128 shares

    0.28% of the 13F portfolio, value $825,152.

    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 3,125 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $881,790.

    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).