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Disclosery

First Personal Financial Services: SPY position timeline

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

First Personal Financial Services held 2,653 SPY 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 2,653 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,522,458.

    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 2,653 shares
    Change vs previous 13F +7 shares

    0.33% of the 13F portfolio, value $1,444,018.

    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 2,646 shares
    Change vs previous 13F -799 shares

    0.32% of the 13F portfolio, value $1,384,044.

    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 3,445 shares
    Change vs previous 13F -75 shares

    0.4% of the 13F portfolio, value $1,637,443.

    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 3,520 shares
    Change vs previous 13F -225 shares

    0.39% of the 13F portfolio, value $1,504,730.

    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 3,745 shares
    Change vs previous 13F -40 shares

    0.41% of the 13F portfolio, value $1,660,084.

    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 3,785 shares
    Change vs previous 13F -343 shares

    0.4% of the 13F portfolio, value $1,549,542.

    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 4,128 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,578,671.

    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).