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Financial Perspectives, Inc: VTV position timeline

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

Financial Perspectives, Inc held 7,758 VTV 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 7,758 shares
    Change vs previous 13F +176 shares

    0.41% of the 13F portfolio, value $1,690,785.

    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 7,582 shares
    Change vs previous 13F +115 shares

    0.42% of the 13F portfolio, value $1,487,683.

    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 7,467 shares
    Change vs previous 13F +705 shares

    0.38% of the 13F portfolio, value $1,426,050.

    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 6,762 shares
    Change vs previous 13F +95 shares

    0.35% of the 13F portfolio, value $1,261,096.

    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 6,667 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,178,361.

    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 6,667 shares
    Change vs previous 13F +17 shares

    0.39% of the 13F portfolio, value $1,151,692.

    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 6,650 shares
    Change vs previous 13F +14 shares

    0.38% of the 13F portfolio, value $1,125,844.

    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 6,636 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,158,493.

    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).