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Disclosery

First Personal Financial Services: WM position timeline

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

First Personal Financial Services held 66,080 WM 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 66,080 shares
    Change vs previous 13F -1,194 shares

    2.9% of the 13F portfolio, value $13,718,131.

    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 67,274 shares
    Change vs previous 13F +460 shares

    3.25% of the 13F portfolio, value $14,352,225.

    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 66,814 shares
    Change vs previous 13F -2,054 shares

    3.3% of the 13F portfolio, value $14,241,463.

    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 68,868 shares
    Change vs previous 13F -704 shares

    3% of the 13F portfolio, value $12,334,200.

    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 69,572 shares
    Change vs previous 13F +1,604 shares

    2.76% of the 13F portfolio, value $10,605,543.

    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 67,968 shares
    Change vs previous 13F +1,025 shares

    2.93% of the 13F portfolio, value $11,787,028.

    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 66,943 shares
    Change vs previous 13F +908 shares

    2.83% of the 13F portfolio, value $10,923,138.

    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 66,035 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $10,359,644.

    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).