Financial Perspectives, Inc
Holdings in CPHC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,540 | 100 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,639 | 100 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,885 | 100 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $1,825 | 100 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $2,050 | 100 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $1,930 | 100 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $2,184 | 100 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $2,334 | 100 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $2,043 | 100 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $1,985 | 100 | Shares | Sole | 2024-01-10 |
| 2023-06-30 | $2,284 | 100 | Shares | Sole | 2024-01-10 |
| 2023-03-31 | $2,461 | 100 | Shares | Sole | 2024-01-10 |
| 2022-12-31 | $3,126 | 100 | Shares | Sole | 2024-01-10 |
| 2022-09-30 | $2,227 | 100 | Shares | Sole | 2024-01-10 |
| 2022-06-30 | $2,587 | 100 | Shares | Sole | 2024-01-10 |
| 2022-03-31 | $2,252 | 100 | Shares | Sole | 2024-01-10 |
| 2021-12-31 | $1,728 | 100 | Shares | Sole | 2024-01-10 |
| 2021-09-30 | $1,595 | 100 | Shares | Sole | 2024-01-10 |
| 2021-06-30 | $1,466 | 100 | Shares | Sole | 2024-01-10 |
| 2021-03-31 | $18,714 | 1,368 | Shares | Sole | 2024-01-10 |
| 2020-12-31 | $1,197 | 100 | Shares | Sole | 2024-01-10 |
| 2020-09-30 | $1,207 | 100 | Shares | Sole | 2024-01-10 |
| 2020-06-30 | $1,094 | 100 | Shares | Sole | 2024-01-10 |
| 2020-03-31 | $1,039 | 100 | Shares | Sole | 2024-01-10 |