Skip to content
Disclosery

First Personal Financial Services: WMT position timeline

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

First Personal Financial Services held 104,847 WMT 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 104,847 shares
    Change vs previous 13F -2,749 shares

    1.79% of the 13F portfolio, value $8,466,425.

    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 107,596 shares
    Change vs previous 13F -633 shares

    1.65% of the 13F portfolio, value $7,285,313.

    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 108,229 shares
    Change vs previous 13F +71,857 shares

    1.51% of the 13F portfolio, value $6,512,144.

    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 36,372 shares
    Change vs previous 13F -11,434 shares

    1.4% of the 13F portfolio, value $5,734,048.

    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 47,806 shares
    Change vs previous 13F -305 shares

    1.99% of the 13F portfolio, value $7,645,616.

    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 48,111 shares
    Change vs previous 13F +139 shares

    1.88% of the 13F portfolio, value $7,562,143.

    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 47,972 shares
    Change vs previous 13F +511 shares

    1.83% of the 13F portfolio, value $7,073,457.

    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 47,461 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $6,729,519.

    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).