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Disclosery

First Personal Financial Services: IWR position timeline

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

First Personal Financial Services held 3,394 IWR 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 3,394 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $299,148.

    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 3,394 shares
    Change vs previous 13F -750 shares

    0.06% of the 13F portfolio, value $275,186.

    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 4,144 shares
    Change vs previous 13F -68 shares

    0.08% of the 13F portfolio, value $348,469.

    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 4,212 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $327,399.

    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 4,212 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $291,681.

    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 4,212 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $307,603.

    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 4,212 shares
    Change vs previous 13F -159 shares

    0.08% of the 13F portfolio, value $294,504.

    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 4,371 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $294,824.

    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).