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Disclosery

First Personal Financial Services: BRK-B position timeline

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

First Personal Financial Services held 6,410 BRK-B 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 6,410 shares
    Change vs previous 13F -1,135 shares

    0.62% of the 13F portfolio, value $2,950,267.

    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 7,545 shares
    Change vs previous 13F +1,891 shares

    0.69% of the 13F portfolio, value $3,069,306.

    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 5,654 shares
    Change vs previous 13F -258 shares

    0.55% of the 13F portfolio, value $2,377,621.

    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 5,912 shares
    Change vs previous 13F -15 shares

    0.51% of the 13F portfolio, value $2,108,574.

    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 5,927 shares
    Change vs previous 13F +238 shares

    0.54% of the 13F portfolio, value $2,076,229.

    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 5,689 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,939,949.

    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 5,689 shares
    Change vs previous 13F -220 shares

    0.46% of the 13F portfolio, value $1,756,593.

    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 5,909 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,825,290.

    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).