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Disclosery

First Personal Financial Services: SDS position timeline

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

First Personal Financial Services held 1,876 SDS 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 1,876 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $38,704.

    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 1,917 shares
    Change vs previous 13F -119 shares

    0.01% of the 13F portfolio, value $44,164.

    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 2,036 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $50,611.

    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 2,266 shares
    Change vs previous 13F -266 shares

    0.02% of the 13F portfolio, value $67,789.

    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 2,532 shares
    Change vs previous 13F -426 shares

    0.02% of the 13F portfolio, value $93,978.

    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 2,958 shares
    Change vs previous 13F -255 shares

    0.03% of the 13F portfolio, value $101,468.

    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 3,213 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $128,429.

    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 3,218 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $147,933.

    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).