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First Personal Financial Services: IBM position timeline

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

First Personal Financial Services held 3,531 IBM 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 3,531 shares
    Change vs previous 13F +127 shares

    0.17% of the 13F portfolio, value $780,634.

    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 3,404 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $588,722.

    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 3,429 shares
    Change vs previous 13F -75 shares

    0.15% of the 13F portfolio, value $654,802.

    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 3,504 shares
    Change vs previous 13F -40 shares

    0.14% of the 13F portfolio, value $573,080.

    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 3,544 shares
    Change vs previous 13F +681 shares

    0.13% of the 13F portfolio, value $497,224.

    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 2,863 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $383,099.

    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 2,863 shares
    Change vs previous 13F -67 shares

    0.1% of the 13F portfolio, value $375,311.

    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 2,930 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $412,808.

    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).