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Disclosery

First Personal Financial Services: MSFT position timeline

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

First Personal Financial Services held 41,442 MSFT 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 41,442 shares
    Change vs previous 13F +2,515 shares

    3.77% of the 13F portfolio, value $17,832,578.

    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 38,927 shares
    Change vs previous 13F +4,466 shares

    3.93% of the 13F portfolio, value $17,398,402.

    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 34,461 shares
    Change vs previous 13F -1,199 shares

    3.36% of the 13F portfolio, value $14,498,520.

    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 35,660 shares
    Change vs previous 13F -554 shares

    3.26% of the 13F portfolio, value $13,409,637.

    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 36,214 shares
    Change vs previous 13F -601 shares

    2.97% of the 13F portfolio, value $11,434,588.

    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 36,815 shares
    Change vs previous 13F -971 shares

    3.11% of the 13F portfolio, value $12,536,970.

    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 37,786 shares
    Change vs previous 13F +324 shares

    2.82% of the 13F portfolio, value $10,893,781.

    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 37,462 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $8,984,175.

    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).