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First Personal Financial Services: KO position timeline

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

First Personal Financial Services held 24,200 KO 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 24,200 shares
    Change vs previous 13F +86 shares

    0.37% of the 13F portfolio, value $1,739,012.

    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 24,114 shares
    Change vs previous 13F -356 shares

    0.35% of the 13F portfolio, value $1,534,857.

    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 24,470 shares
    Change vs previous 13F -4,158 shares

    0.35% of the 13F portfolio, value $1,497,075.

    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 28,628 shares
    Change vs previous 13F -300 shares

    0.41% of the 13F portfolio, value $1,687,049.

    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 28,928 shares
    Change vs previous 13F -986 shares

    0.42% of the 13F portfolio, value $1,619,390.

    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 29,914 shares
    Change vs previous 13F -545 shares

    0.45% of the 13F portfolio, value $1,801,422.

    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 30,459 shares
    Change vs previous 13F +4,299 shares

    0.49% of the 13F portfolio, value $1,889,372.

    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 26,160 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,664,038.

    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).