Financial Perspectives, Inc
CIK
0002003287
City
MINNEAPOLIS
State / Country
MN
Holdings in IQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,605 | 362 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $3,565 | 362 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,395 | 362 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $3,504 | 362 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $3,569 | 362 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $3,779 | 362 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $3,591 | 362 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $3,504 | 362 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $3,442 | 362 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $3,037 | 362 | Shares | Sole | 2024-01-10 |
| 2023-06-30 | $3,460 | 362 | Shares | Sole | 2024-01-10 |
| 2023-03-31 | $3,612 | 362 | Shares | Sole | 2024-01-10 |
| 2022-12-31 | $3,410 | 362 | Shares | Sole | 2024-01-10 |
| 2022-09-30 | $3,305 | 362 | Shares | Sole | 2024-01-10 |
| 2022-06-30 | $3,696 | 362 | Shares | Sole | 2024-01-10 |
| 2022-03-31 | $4,101 | 362 | Shares | Sole | 2024-01-10 |
| 2021-12-31 | $4,919 | 362 | Shares | Sole | 2024-01-10 |
| 2021-09-30 | $4,771 | 362 | Shares | Sole | 2024-01-10 |
| 2021-06-30 | $4,887 | 362 | Shares | Sole | 2024-01-10 |
| 2021-03-31 | $60,894 | 4,695 | Shares | Sole | 2024-01-10 |
| 2020-12-31 | $4,720 | 362 | Shares | Sole | 2024-01-10 |