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Disclosery

First Personal Financial Services: DE position timeline

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

First Personal Financial Services held 26,607 DE 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 26,607 shares
    Change vs previous 13F -83 shares

    2.35% of the 13F portfolio, value $11,103,719.

    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 26,690 shares
    Change vs previous 13F +579 shares

    2.25% of the 13F portfolio, value $9,972,356.

    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 26,111 shares
    Change vs previous 13F -235 shares

    2.49% of the 13F portfolio, value $10,724,982.

    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 26,346 shares
    Change vs previous 13F -499 shares

    2.56% of the 13F portfolio, value $10,535,082.

    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 26,845 shares
    Change vs previous 13F -307 shares

    2.64% of the 13F portfolio, value $10,130,832.

    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 27,152 shares
    Change vs previous 13F +18 shares

    2.73% of the 13F portfolio, value $11,001,759.

    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 27,134 shares
    Change vs previous 13F -583 shares

    2.91% of the 13F portfolio, value $11,203,092.

    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 27,717 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $11,883,915.

    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).