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Disclosery

First Personal Financial Services: CHRW position timeline

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

First Personal Financial Services held 9,525 CHRW 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 9,525 shares
    Change vs previous 13F -74 shares

    0.22% of the 13F portfolio, value $1,051,275.

    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 9,599 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $845,864.

    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 9,599 shares
    Change vs previous 13F -259 shares

    0.17% of the 13F portfolio, value $730,868.

    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 9,858 shares
    Change vs previous 13F -1,738 shares

    0.21% of the 13F portfolio, value $851,633.

    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 11,596 shares
    Change vs previous 13F -30 shares

    0.26% of the 13F portfolio, value $998,764.

    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 11,626 shares
    Change vs previous 13F -82 shares

    0.27% of the 13F portfolio, value $1,096,914.

    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 11,708 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,163,424.

    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 11,708 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,071,984.

    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).