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Disclosery

First Personal Financial Services: VNQ position timeline

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

First Personal Financial Services held 26,162 VNQ 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 26,162 shares
    Change vs previous 13F -549 shares

    0.54% of the 13F portfolio, value $2,548,722.

    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 26,711 shares
    Change vs previous 13F -298 shares

    0.51% of the 13F portfolio, value $2,237,294.

    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 27,009 shares
    Change vs previous 13F -683 shares

    0.54% of the 13F portfolio, value $2,335,718.

    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 27,692 shares
    Change vs previous 13F -395 shares

    0.6% of the 13F portfolio, value $2,446,906.

    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 28,087 shares
    Change vs previous 13F -719 shares

    0.55% of the 13F portfolio, value $2,125,098.

    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 28,806 shares
    Change vs previous 13F -878 shares

    0.6% of the 13F portfolio, value $2,407,068.

    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 29,684 shares
    Change vs previous 13F -209 shares

    0.64% of the 13F portfolio, value $2,464,998.

    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 29,893 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,465,613.

    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).