Skip to content
Disclosery

Financial Perspectives, Inc: VIG position timeline

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

Financial Perspectives, Inc held 44,829 VIG 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 44,829 shares
    Change vs previous 13F -1,099 shares

    2.58% of the 13F portfolio, value $10,607,463.

    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 45,928 shares
    Change vs previous 13F +254 shares

    2.76% of the 13F portfolio, value $9,877,218.

    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 45,674 shares
    Change vs previous 13F -556 shares

    2.7% of the 13F portfolio, value $10,038,257.

    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 46,230 shares
    Change vs previous 13F +109 shares

    2.77% of the 13F portfolio, value $9,975,971.

    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 46,121 shares
    Change vs previous 13F +3,105 shares

    2.85% of the 13F portfolio, value $9,439,604.

    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 43,016 shares
    Change vs previous 13F -910 shares

    2.86% of the 13F portfolio, value $8,344,715.

    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 43,926 shares
    Change vs previous 13F -2,692 shares

    2.89% of the 13F portfolio, value $8,602,094.

    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 46,618 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $9,233,221.

    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).