Position in WDS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,530
-$598 QoQ
Shares Held
131
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 304 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Financial Perspectives, Inc holds $2,036,899 across 4 Oil & Gas E&P names. WDS ranks #4 (0.1% of the industry book) .
All Filings in WDS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,530 | 131 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,128 | 131 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,042 | 131 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,971 | 131 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,021 | 131 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,898 | 131 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,043 | 131 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,258 | 131 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,464 | 131 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,616 | 131 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,762 | 131 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,050 | 131 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $3,037 | 131 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $2,938 | 131 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $3,171 | 131 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $2,640 | 131 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $2,824 | 131 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||