CPHC CANTERBURY PK HLDG CORP

Ownership history in Financial Perspectives, Inc  ·  9 quarters on record

AI Ownership Summary

Financial Perspectives, Inc reported CANTERBURY PK HLDG CORP (CPHC) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows CPHC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CPHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Perspectives, Inc's position in CANTERBURY PK HLDG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CPHC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Perspectives, Inc held CPHC — position size vs. price
% of Fund (quarterly)    CPHC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 100 0% 0.00% $2K 2026-02-14 (Est.) $15.61
2025 Q3 UNCHANGED 100 0% 0.00% $2K 2025-10-22 $16.30
2025 Q2 UNCHANGED 100 0% 0.00% $2K 2025-07-30 $18.17
2025 Q1 UNCHANGED 100 0% 0.00% $2K 2025-04-18 $16.98
2024 Q4 UNCHANGED 100 0% 0.00% $2K 2025-02-03 $20.41
2024 Q3 UNCHANGED 100 0% 0.00% $2K 2024-10-17 $19.09
2024 Q2 UNCHANGED 100 0% 0.00% $2K 2024-08-09 $20.61
2024 Q1 UNCHANGED 100 0% 0.00% $2K 2024-04-19 $22.39
2023 Q4 INITIATED 100 0.00% $2K 2024-02-01 $23.40

FAQ About Financial Perspectives, Inc and CPHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Perspectives, Inc reported owning CPHC?

Financial Perspectives, Inc reported CPHC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CPHC position in Financial Perspectives, Inc's portfolio?

The largest reported portfolio weight for CPHC was 0.00% in 2024 Q1.

What is the latest reported CPHC position on this page?

The most recent filing on this page is 2025 Q4, when Financial Perspectives, Inc reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this CPHC ownership page compare?

The chart compares Financial Perspectives, Inc's quarterly CPHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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