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Disclosery

Financial Perspectives, Inc: VYMI position timeline

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

Financial Perspectives, Inc held 143,597 VYMI 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 143,597 shares
    Change vs previous 13F +5,899 shares

    3.43% of the 13F portfolio, value $14,101,237.

    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 137,698 shares
    Change vs previous 13F +3,996 shares

    3.62% of the 13F portfolio, value $12,976,668.

    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 133,702 shares
    Change vs previous 13F +9,402 shares

    3.24% of the 13F portfolio, value $12,033,191.

    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 124,300 shares
    Change vs previous 13F +4,180 shares

    2.92% of the 13F portfolio, value $10,525,753.

    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 120,120 shares
    Change vs previous 13F +11,710 shares

    2.91% of the 13F portfolio, value $9,622,786.

    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 108,410 shares
    Change vs previous 13F +7,933 shares

    2.73% of the 13F portfolio, value $7,988,765.

    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 100,477 shares
    Change vs previous 13F +3,225 shares

    2.29% of the 13F portfolio, value $6,820,397.

    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 97,252 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $7,140,213.

    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).