Position in CRESY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,399
+$10 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 64 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRESY Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Financial Perspectives, Inc holds $2,812,745 across 5 Conglomerates names. CRESY ranks #5 (0.0% of the industry book) .
All Filings in CRESY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $987 | 110 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,154 | 110 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,185 | 110 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,355 | 110 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $927 | 110 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $882 | 110 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $958 | 110 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,008 | 109 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $656 | 109 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $759 | 109 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $600 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $630 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $515 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $475 | 107 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $773 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $445 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $457 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $564 | 107 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $2,572 | 559 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $451 | 107 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $265 | 107 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $279 | 107 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $328 | 107 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||