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Disclosery

First Personal Financial Services: XLK position timeline

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

First Personal Financial Services held 125 XLK 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 125 shares
    Change vs previous 13F -125 shares

    0.01% of the 13F portfolio, value $28,220.

    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 250 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $56,558.

    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 300 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $62,481.

    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 300 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $57,744.

    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 375 shares
    Change vs previous 13F -225 shares

    0.02% of the 13F portfolio, value $61,474.

    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 600 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $104,316.

    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 600 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $90,606.

    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 600 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $74,664.

    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).