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First Personal Financial Services: XNEAX position timeline

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

First Personal Financial Services held 67,570 XNEAX 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 67,570 shares
    Change vs previous 13F -3,808 shares

    0.17% of the 13F portfolio, value $808,813.

    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 71,378 shares
    Change vs previous 13F +7,135 shares

    0.18% of the 13F portfolio, value $817,992.

    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 64,243 shares
    Change vs previous 13F +1,335 shares

    0.16% of the 13F portfolio, value $711,170.

    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 62,908 shares
    Change vs previous 13F +9,356 shares

    0.17% of the 13F portfolio, value $691,988.

    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 53,552 shares
    Change vs previous 13F +49,950 shares

    0.13% of the 13F portfolio, value $518,385.

    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 3,602 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,371.

    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).