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First Personal Financial Services: TER position timeline

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

First Personal Financial Services held 4 TER 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 4 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $536.

    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 ended2022-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.