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Disclosery

First Personal Financial Services: WTRG position timeline

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

First Personal Financial Services held 44,865 WTRG 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 44,865 shares
    Change vs previous 13F -114 shares

    0.37% of the 13F portfolio, value $1,730,444.

    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 44,979 shares
    Change vs previous 13F +1,305 shares

    0.38% of the 13F portfolio, value $1,679,067.

    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 43,674 shares
    Change vs previous 13F +478 shares

    0.38% of the 13F portfolio, value $1,618,122.

    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 43,196 shares
    Change vs previous 13F +535 shares

    0.39% of the 13F portfolio, value $1,613,371.

    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 42,661 shares
    Change vs previous 13F -3,109 shares

    0.38% of the 13F portfolio, value $1,464,553.

    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 45,770 shares
    Change vs previous 13F -581 shares

    0.45% of the 13F portfolio, value $1,826,681.

    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 46,351 shares
    Change vs previous 13F +1,117 shares

    0.52% of the 13F portfolio, value $2,023,222.

    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 45,234 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,159,019.

    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).