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Disclosery

First Personal Financial Services: DEO position timeline

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

First Personal Financial Services held 40,273 DEO 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 40,273 shares
    Change vs previous 13F -343 shares

    1.2% of the 13F portfolio, value $5,651,947.

    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 40,616 shares
    Change vs previous 13F +926 shares

    1.16% of the 13F portfolio, value $5,120,896.

    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 39,690 shares
    Change vs previous 13F -403 shares

    1.37% of the 13F portfolio, value $5,903,519.

    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 40,093 shares
    Change vs previous 13F -4,766 shares

    1.42% of the 13F portfolio, value $5,839,974.

    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 44,859 shares
    Change vs previous 13F -1,028 shares

    1.74% of the 13F portfolio, value $6,692,054.

    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 45,887 shares
    Change vs previous 13F +600 shares

    1.98% of the 13F portfolio, value $7,960,464.

    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 45,287 shares
    Change vs previous 13F +1,268 shares

    2.13% of the 13F portfolio, value $8,205,050.

    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 44,019 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $7,843,697.

    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).