Financial Perspectives, Inc
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,930 | 319 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $4,003 | 319 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,713 | 319 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $3,818 | 319 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $3,792 | 319 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $4,108 | 319 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $3,936 | 319 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $3,828 | 319 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $3,741 | 319 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $3,317 | 319 | Shares | Sole | 2024-01-10 |
| 2023-06-30 | $3,770 | 319 | Shares | Sole | 2024-01-10 |
| 2023-03-31 | $3,891 | 319 | Shares | Sole | 2024-01-10 |
| 2022-12-31 | $3,843 | 319 | Shares | Sole | 2024-01-10 |
| 2022-09-30 | $3,671 | 319 | Shares | Sole | 2024-01-10 |
| 2022-06-30 | $4,105 | 319 | Shares | Sole | 2024-01-10 |
| 2022-03-31 | $4,446 | 319 | Shares | Sole | 2024-01-10 |
| 2021-12-31 | $5,435 | 319 | Shares | Sole | 2024-01-10 |
| 2021-09-30 | $5,202 | 319 | Shares | Sole | 2024-01-10 |
| 2021-06-30 | $5,260 | 319 | Shares | Sole | 2024-01-10 |
| 2021-03-31 | $78,334 | 4,999 | Shares | Sole | 2024-01-10 |
| 2020-12-31 | $4,992 | 319 | Shares | Sole | 2024-01-10 |