Position in CRESY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,233
-$166 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 56 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRESY Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Financial Perspectives, Inc holds $2,701,484 across 6 Conglomerates names. CRESY ranks #6 (0.0% of the industry book) .
All Filings in CRESY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,233 | 110 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,399 | 110 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,389 | 110 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,011 | 110 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,183 | 110 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,215 | 110 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,389 | 110 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $950 | 110 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $904 | 110 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $982 | 110 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,033 | 109 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $673 | 109 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $777 | 109 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $629 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $660 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $540 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $497 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $810 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $466 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $479 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $590 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $107 | 559 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $473 | 107 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $277 | 107 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $292 | 107 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $343 | 107 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||