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Disclosery

First Personal Financial Services: DUK position timeline

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

First Personal Financial Services held 18,989 DUK 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 18,989 shares
    Change vs previous 13F +507 shares

    0.46% of the 13F portfolio, value $2,189,473.

    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 18,482 shares
    Change vs previous 13F +3,138 shares

    0.42% of the 13F portfolio, value $1,852,465.

    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 15,344 shares
    Change vs previous 13F +7,464 shares

    0.34% of the 13F portfolio, value $1,483,932.

    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 7,880 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $764,689.

    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 7,880 shares
    Change vs previous 13F -87 shares

    0.18% of the 13F portfolio, value $695,501.

    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 7,967 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $714,971.

    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 7,967 shares
    Change vs previous 13F -780 shares

    0.2% of the 13F portfolio, value $768,590.

    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 8,747 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $900,901.

    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).