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Disclosery

First Personal Financial Services: COST position timeline

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

First Personal Financial Services held 8,775 COST 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 8,775 shares
    Change vs previous 13F -376 shares

    1.64% of the 13F portfolio, value $7,779,137.

    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 9,151 shares
    Change vs previous 13F -1,281 shares

    1.76% of the 13F portfolio, value $7,778,141.

    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 10,432 shares
    Change vs previous 13F -334 shares

    1.77% of the 13F portfolio, value $7,642,652.

    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 10,766 shares
    Change vs previous 13F -186 shares

    1.73% of the 13F portfolio, value $7,106,366.

    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 10,952 shares
    Change vs previous 13F -132 shares

    1.61% of the 13F portfolio, value $6,187,359.

    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 11,084 shares
    Change vs previous 13F -9 shares

    1.48% of the 13F portfolio, value $5,967,288.

    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 11,093 shares
    Change vs previous 13F +8 shares

    1.43% of the 13F portfolio, value $5,511,634.

    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 11,085 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $5,060,139.

    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).