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First Personal Financial Services: PSA position timeline

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

First Personal Financial Services held 31,691 PSA 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 31,691 shares
    Change vs previous 13F -248 shares

    2.44% of the 13F portfolio, value $11,531,549.

    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 31,939 shares
    Change vs previous 13F +207 shares

    2.08% of the 13F portfolio, value $9,187,178.

    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 31,732 shares
    Change vs previous 13F +1,118 shares

    2.14% of the 13F portfolio, value $9,204,193.

    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 30,614 shares
    Change vs previous 13F -36 shares

    2.27% of the 13F portfolio, value $9,337,251.

    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 30,650 shares
    Change vs previous 13F +942 shares

    2.1% of the 13F portfolio, value $8,076,897.

    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 29,708 shares
    Change vs previous 13F +233 shares

    2.15% of the 13F portfolio, value $8,671,137.

    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 29,475 shares
    Change vs previous 13F +755 shares

    2.31% of the 13F portfolio, value $8,905,562.

    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 28,720 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $8,047,055.

    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).