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Disclosery

Financial Perspectives, Inc: VYM position timeline

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

Financial Perspectives, Inc held 147,002 VYM 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 147,002 shares
    Change vs previous 13F +1,895 shares

    5.65% of the 13F portfolio, value $23,230,787.

    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 145,107 shares
    Change vs previous 13F +795 shares

    6% of the 13F portfolio, value $21,490,329.

    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 144,312 shares
    Change vs previous 13F +787 shares

    5.58% of the 13F portfolio, value $20,711,612.

    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 143,525 shares
    Change vs previous 13F +3,347 shares

    5.61% of the 13F portfolio, value $20,229,788.

    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 140,178 shares
    Change vs previous 13F +4,545 shares

    5.65% of the 13F portfolio, value $18,687,104.

    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 135,633 shares
    Change vs previous 13F -293 shares

    6.05% of the 13F portfolio, value $17,686,124.

    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 135,926 shares
    Change vs previous 13F +30 shares

    5.82% of the 13F portfolio, value $17,342,855.

    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 135,896 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $17,421,904.

    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).