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Disclosery

First Personal Financial Services: CWI position timeline

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

First Personal Financial Services held 205,256 CWI 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 205,256 shares
    Change vs previous 13F -1,461 shares

    1.32% of the 13F portfolio, value $6,247,980.

    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 206,717 shares
    Change vs previous 13F +1,765 shares

    1.32% of the 13F portfolio, value $5,852,147.

    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 204,952 shares
    Change vs previous 13F +7,715 shares

    1.35% of the 13F portfolio, value $5,820,648.

    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 197,237 shares
    Change vs previous 13F -2,565 shares

    1.3% of the 13F portfolio, value $5,333,299.

    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 199,802 shares
    Change vs previous 13F +101 shares

    1.29% of the 13F portfolio, value $4,973,074.

    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 199,701 shares
    Change vs previous 13F -2,735 shares

    1.3% of the 13F portfolio, value $5,218,190.

    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 202,436 shares
    Change vs previous 13F -60,420 shares

    1.35% of the 13F portfolio, value $5,208,673.

    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 262,856 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $6,324,321.

    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).