Position in XIFR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,181
+$119 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 218 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XIFR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Financial Perspectives, Inc holds $140,467 across 3 Utilities - Renewable names. XIFR ranks #3 (0.8% of the industry book) .
All Filings in XIFR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,181 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,062 | 100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,000 | 100 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,017 | 100 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $820 | 100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $950 | 100 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,780 | 100 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,762 | 100 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,764 | 100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,008 | 100 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,041 | 100 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,970 | 100 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $5,864 | 100 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $6,075 | 100 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $7,009 | 100 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $7,231 | 100 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $7,416 | 100 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $8,336 | 100 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $8,440 | 100 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $7,536 | 100 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $7,636 | 100 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $100 | 7,288 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $6,705 | 100 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $5,996 | 100 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $5,128 | 100 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||