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First Personal Financial Services: CL position timeline

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

First Personal Financial Services held 90,714 CL 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 90,714 shares
    Change vs previous 13F -2,472 shares

    1.99% of the 13F portfolio, value $9,417,071.

    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 93,186 shares
    Change vs previous 13F -115 shares

    2.04% of the 13F portfolio, value $9,042,735.

    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 93,301 shares
    Change vs previous 13F -4,883 shares

    1.95% of the 13F portfolio, value $8,401,732.

    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 98,184 shares
    Change vs previous 13F -658 shares

    1.9% of the 13F portfolio, value $7,826,228.

    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 98,842 shares
    Change vs previous 13F +8,485 shares

    1.83% of the 13F portfolio, value $7,028,633.

    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 90,357 shares
    Change vs previous 13F -136 shares

    1.73% of the 13F portfolio, value $6,961,076.

    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 90,493 shares
    Change vs previous 13F +2,242 shares

    1.76% of the 13F portfolio, value $6,800,523.

    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 88,251 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $6,953,264.

    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).