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First Personal Financial Services: PEP position timeline

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

First Personal Financial Services held 35,221 PEP 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 35,221 shares
    Change vs previous 13F -28 shares

    1.27% of the 13F portfolio, value $5,989,345.

    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 35,249 shares
    Change vs previous 13F +86 shares

    1.31% of the 13F portfolio, value $5,813,577.

    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 35,163 shares
    Change vs previous 13F +549 shares

    1.43% of the 13F portfolio, value $6,153,910.

    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 34,614 shares
    Change vs previous 13F -114 shares

    1.43% of the 13F portfolio, value $5,878,840.

    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 34,728 shares
    Change vs previous 13F +2,396 shares

    1.53% of the 13F portfolio, value $5,884,311.

    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 32,332 shares
    Change vs previous 13F -138 shares

    1.49% of the 13F portfolio, value $5,988,494.

    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 32,470 shares
    Change vs previous 13F +623 shares

    1.53% of the 13F portfolio, value $5,919,222.

    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 31,847 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $5,753,411.

    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).