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Disclosery

First Personal Financial Services: HAE position timeline

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

First Personal Financial Services held 11,110 HAE 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 11,110 shares
    Change vs previous 13F +312 shares

    0.19% of the 13F portfolio, value $893,022.

    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 10,798 shares
    Change vs previous 13F +575 shares

    0.2% of the 13F portfolio, value $893,319.

    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 10,223 shares
    Change vs previous 13F -360 shares

    0.2% of the 13F portfolio, value $872,534.

    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 10,583 shares
    Change vs previous 13F +85 shares

    0.22% of the 13F portfolio, value $904,953.

    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 10,498 shares
    Change vs previous 13F +510 shares

    0.24% of the 13F portfolio, value $940,411.

    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 9,988 shares
    Change vs previous 13F -155 shares

    0.21% of the 13F portfolio, value $850,379.

    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 10,143 shares
    Change vs previous 13F +905 shares

    0.22% of the 13F portfolio, value $839,334.

    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 9,238 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $726,569.

    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).