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Disclosery

First Personal Financial Services: BMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Personal Financial Services on BMI, newest first. How the timeline and the estimate are built.

First Personal Financial Services held 52,791 BMI shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 52,791 shares
    Change vs previous 13F -1,069 shares

    2.44% of the 13F portfolio, value $11,529,976.

    13F-HR 0001633869-24-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 53,860 shares
    Change vs previous 13F -401 shares

    2.27% of the 13F portfolio, value $10,036,759.

    13F-HR 0001633869-24-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 54,261 shares
    Change vs previous 13F -6,352 shares

    2.04% of the 13F portfolio, value $8,779,928.

    13F-HR 0001633869-24-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 60,613 shares
    Change vs previous 13F -514 shares

    2.28% of the 13F portfolio, value $9,356,826.

    13F-HR 0001633869-24-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 61,127 shares
    Change vs previous 13F -7,141 shares

    2.29% of the 13F portfolio, value $8,794,367.

    13F-HR 0001633869-23-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 68,268 shares
    Change vs previous 13F -1,998 shares

    2.5% of the 13F portfolio, value $10,073,690.

    13F-HR 0001633869-23-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 70,266 shares
    Change vs previous 13F +1,067 shares

    2.22% of the 13F portfolio, value $8,559,776.

    13F-HR 0001633869-23-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 69,199 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $7,544,759.

    13F-HR 0001633869-23-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).