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Disclosery

First Personal Financial Services: WFC position timeline

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

First Personal Financial Services held 3,954 WFC 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 3,954 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $223,362.

    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 3,933 shares
    Change vs previous 13F -361 shares

    0.05% of the 13F portfolio, value $233,581.

    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 4,294 shares
    Change vs previous 13F +881 shares

    0.06% of the 13F portfolio, value $248,881.

    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 3,413 shares
    Change vs previous 13F +924 shares

    0.04% of the 13F portfolio, value $167,988.

    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 2,489 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $101,701.

    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 2,489 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $106,231.

    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 2,489 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $93,039.

    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 2,489 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $102,771.

    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).