Financial Perspectives - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Financial Perspectives going back to Jan. 10, 2024
- Financial Perspectives 2025 Q3 - filed Oct. 22, 2025 - new!
- Financial Perspectives 2025 Q2 - filed July 30, 2025
- Financial Perspectives 2025 Q1 - filed April 18, 2025
- Financial Perspectives 2024 Q4 - filed Feb. 3, 2025
- Financial Perspectives 2024 Q3 - filed Oct. 17, 2024
- Financial Perspectives 2024 Q2 - filed Aug. 9, 2024
- Financial Perspectives 2024 Q1 - filed April 19, 2024
- Financial Perspectives 2023 Q4 - filed Feb. 1, 2024
- Financial Perspectives 2020 Q3 - filed Jan. 10, 2024
- Financial Perspectives 2019 Q4 - filed Jan. 10, 2024
- Financial Perspectives 2020 Q1 - filed Jan. 10, 2024
- Financial Perspectives 2020 Q2 - filed Jan. 10, 2024
- Financial Perspectives 2023 Q3 - filed Jan. 10, 2024
- Financial Perspectives 2020 Q4 - filed Jan. 10, 2024
- Financial Perspectives 2021 Q1 - filed Jan. 10, 2024
- Financial Perspectives 2021 Q2 - filed Jan. 10, 2024
- Financial Perspectives 2021 Q3 - filed Jan. 10, 2024
- Financial Perspectives 2021 Q4 - filed Jan. 10, 2024
- Financial Perspectives 2022 Q1 - filed Jan. 10, 2024
- Financial Perspectives 2022 Q2 - filed Jan. 10, 2024
- Financial Perspectives 2022 Q3 - filed Jan. 10, 2024
- Financial Perspectives 2022 Q4 - filed Jan. 10, 2024
- Financial Perspectives 2023 Q1 - filed Jan. 10, 2024
- Financial Perspectives 2023 Q2 - filed Jan. 10, 2024