Financial Perspectives, Inc

Position in VALE — Vale S.A.

CIK 2003287 MINNEAPOLIS, MN

Position in VALE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$593,418

-$34,326 QoQ

Shares Held

39,456

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#267

of 538 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Financial Perspectives, Inc holds $668,599 across 4 Other Industrial Metals & Mining names. VALE ranks #1 (88.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VALE	Vale S.A. This page	39,456	$593,418
2	RIO	Rio Tinto PLC	449	$42,623
3	BHP	BHP Group Ltd	365	$30,408
4	GRO	Brazil Potash Corp.	1,000	$2,150

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,418	39,456	0.0%	Shares	Sole	2026-07-24
2026-03-31	$627,744	39,456	+0.4%	Shares	Sole	2026-05-11
2025-12-31	$512,287	39,316	0.0%	Shares	Sole	2026-01-28
2025-09-30	$426,971	39,316	+33.1%	Shares	Sole	2025-10-22
2025-06-30	$286,843	29,541	+6.9%	Shares	Sole	2025-07-30
2025-03-31	$275,847	27,640	+0.5%	Shares	Sole	2025-04-18
2024-12-31	$243,942	27,502	-23.8%	Shares	Sole	2025-02-03
2024-09-30	$421,788	36,112	+20.1%	Shares	Sole	2024-10-17
2024-06-30	$335,926	30,074	0.0%	Shares	Sole	2024-08-09
2024-03-31	$366,602	30,074	+8.2%	Shares	Sole	2024-04-19
2023-12-31	$440,939	27,802	+36.5%	Shares	Sole	2024-02-01
2023-09-30	$272,877	20,364	+10.2%	Shares	Sole	2024-01-10
2023-06-30	$248,095	18,487	0.0%	Shares	Sole	2024-01-10
2023-03-31	$291,724	18,487	+0.4%	Shares	Sole	2024-01-10
2022-12-31	$312,604	18,421	0.0%	Shares	Sole	2024-01-10
2022-09-30	$245,367	18,421	+36.8%	Shares	Sole	2024-01-10
2022-06-30	$197,022	13,467	+5.3%	Shares	Sole	2024-01-10
2022-03-31	$255,632	12,788	+43.0%	Shares	Sole	2024-01-10
2021-12-31	$125,338	8,940	-14.9%	Shares	Sole	2024-01-10
2021-09-30	$146,614	10,510	+61.0%	Shares	Sole	2024-01-10
2021-06-30	$148,880	6,527	-94.2%	Shares	Sole	2024-01-10
2021-03-31	$6,527	113,439	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.