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First Personal Financial Services: MKC position timeline

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

First Personal Financial Services held 124,690 MKC 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 124,690 shares
    Change vs previous 13F -2,740 shares

    2.17% of the 13F portfolio, value $10,261,957.

    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 127,430 shares
    Change vs previous 13F +18,304 shares

    2.04% of the 13F portfolio, value $9,039,891.

    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 109,126 shares
    Change vs previous 13F +3,022 shares

    1.94% of the 13F portfolio, value $8,381,941.

    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 106,104 shares
    Change vs previous 13F -6,644 shares

    1.77% of the 13F portfolio, value $7,259,640.

    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 112,748 shares
    Change vs previous 13F +8,791 shares

    2.22% of the 13F portfolio, value $8,528,285.

    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 103,957 shares
    Change vs previous 13F +454 shares

    2.25% of the 13F portfolio, value $9,068,211.

    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 103,503 shares
    Change vs previous 13F +3,947 shares

    2.23% of the 13F portfolio, value $8,612,450.

    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 99,556 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $8,252,189.

    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).