Skip to content
Disclosery

First Personal Financial Services: SCHG position timeline

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

First Personal Financial Services held 34,601 SCHG 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 34,601 shares
    Change vs previous 13F -949 shares

    0.76% of the 13F portfolio, value $3,604,691.

    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 35,550 shares
    Change vs previous 13F -1,345 shares

    0.81% of the 13F portfolio, value $3,584,896.

    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 36,895 shares
    Change vs previous 13F -2,680 shares

    0.79% of the 13F portfolio, value $3,420,936.

    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 39,575 shares
    Change vs previous 13F -3,451 shares

    0.8% of the 13F portfolio, value $3,283,159.

    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 43,026 shares
    Change vs previous 13F -3,683 shares

    0.81% of the 13F portfolio, value $3,128,866.

    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 46,709 shares
    Change vs previous 13F -1,430 shares

    0.87% of the 13F portfolio, value $3,500,855.

    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 48,139 shares
    Change vs previous 13F -4,619 shares

    0.81% of the 13F portfolio, value $3,137,232.

    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 52,758 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,931,246.

    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).