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Disclosery

First Personal Financial Services: IVV position timeline

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

First Personal Financial Services held 21,664 IVV 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 21,664 shares
    Change vs previous 13F -465 shares

    2.64% of the 13F portfolio, value $12,496,092.

    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 22,129 shares
    Change vs previous 13F -261 shares

    2.74% of the 13F portfolio, value $12,109,751.

    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 22,390 shares
    Change vs previous 13F +650 shares

    2.73% of the 13F portfolio, value $11,770,955.

    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 21,740 shares
    Change vs previous 13F -510 shares

    2.53% of the 13F portfolio, value $10,383,799.

    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 22,250 shares
    Change vs previous 13F -1,275 shares

    2.49% of the 13F portfolio, value $9,554,747.

    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 23,525 shares
    Change vs previous 13F -245 shares

    2.6% of the 13F portfolio, value $10,485,255.

    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 23,770 shares
    Change vs previous 13F -262 shares

    2.53% of the 13F portfolio, value $9,771,559.

    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 24,032 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $9,233,315.

    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).