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Financial Perspectives, Inc: VOO position timeline

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

Financial Perspectives, Inc held 5,535 VOO 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 5,535 shares
    Change vs previous 13F +961 shares

    0.93% of the 13F portfolio, value $3,801,649.

    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 4,574 shares
    Change vs previous 13F +81 shares

    0.76% of the 13F portfolio, value $2,732,998.

    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 4,493 shares
    Change vs previous 13F +55 shares

    0.76% of the 13F portfolio, value $2,817,925.

    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 4,438 shares
    Change vs previous 13F -227 shares

    0.75% of the 13F portfolio, value $2,717,847.

    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 4,665 shares
    Change vs previous 13F -1,321 shares

    0.8% of the 13F portfolio, value $2,649,859.

    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 5,986 shares
    Change vs previous 13F -81 shares

    1.05% of the 13F portfolio, value $3,076,241.

    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 6,067 shares
    Change vs previous 13F +223 shares

    1.1% of the 13F portfolio, value $3,268,778.

    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 5,844 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,083,470.

    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).