Financial Perspectives, Inc historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 26 quarters from 2019-12-31 to 2026-06-30, Financial Perspectives, Inc opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2003287), 26 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-02-01); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-01-10); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-01-10); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-01-10); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-01-10); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-01-10); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-01-10); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-01-10); Q4 2021 (2021-09-30 to 2021-12-31, filed 2024-01-10); Q3 2021 (2021-06-30 to 2021-09-30, filed 2024-01-10); Q2 2021 (2021-03-31 to 2021-06-30, filed 2024-01-10); Q1 2021 (2020-12-31 to 2021-03-31, filed 2024-01-10); Q4 2020 (2020-09-30 to 2020-12-31, filed 2024-01-10); Q3 2020 (2020-06-30 to 2020-09-30, filed 2024-01-10); Q2 2020 (2020-03-31 to 2020-06-30, filed 2024-01-10); Q1 2020 (2019-12-31 to 2020-03-31, filed 2024-01-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Granger Management LLC | United States | $0.358B | 6 |
| Bond & Devick Financial Network, Inc. | United States | $0.358B | 188 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | United States | $0.358B | 141 |
| SYMMETRY PEAK MANAGEMENT LLC | United States | $0.359B | 90 |
| HEIGHTS CAPITAL MANAGEMENT, INC | United States | $0.359B | 265 |
| Rudius Management LP | United States | $0.358B | 6 |
| NFC Investments, LLC | United States | $0.359B | 41 |
| Stone Summit Wealth LLC | United States | $0.359B | 142 |
| Rhino Investment Partners, Inc | United States | $0.359B | 39 |
| Arcataur Capital Management LLC | United States | $0.359B | 103 |