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Disclosery

First Personal Financial Services: IVW position timeline

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

First Personal Financial Services held 15,790 IVW 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 15,790 shares
    Change vs previous 13F +92 shares

    0.32% of the 13F portfolio, value $1,511,885.

    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 15,698 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $1,452,691.

    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 15,697 shares
    Change vs previous 13F -277 shares

    0.31% of the 13F portfolio, value $1,325,495.

    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 15,974 shares
    Change vs previous 13F -296 shares

    0.29% of the 13F portfolio, value $1,199,637.

    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 16,270 shares
    Change vs previous 13F -200 shares

    0.29% of the 13F portfolio, value $1,113,200.

    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 16,470 shares
    Change vs previous 13F -664 shares

    0.29% of the 13F portfolio, value $1,160,812.

    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 17,134 shares
    Change vs previous 13F -904 shares

    0.28% of the 13F portfolio, value $1,094,676.

    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 18,038 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,055,216.

    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).