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Disclosery

First Personal Financial Services: SBUX position timeline

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

First Personal Financial Services held 79,211 SBUX 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 79,211 shares
    Change vs previous 13F -202 shares

    1.63% of the 13F portfolio, value $7,722,276.

    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 79,413 shares
    Change vs previous 13F +520 shares

    1.4% of the 13F portfolio, value $6,182,276.

    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 78,893 shares
    Change vs previous 13F +1,885 shares

    1.67% of the 13F portfolio, value $7,210,008.

    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 77,008 shares
    Change vs previous 13F -1,304 shares

    1.8% of the 13F portfolio, value $7,393,583.

    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 78,312 shares
    Change vs previous 13F +336 shares

    1.86% of the 13F portfolio, value $7,147,564.

    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 77,976 shares
    Change vs previous 13F +2,056 shares

    1.92% of the 13F portfolio, value $7,724,315.

    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 75,920 shares
    Change vs previous 13F +1,437 shares

    2.05% of the 13F portfolio, value $7,905,550.

    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 74,483 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $7,388,708.

    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).