Current Market Value 472,908,637
Current Holdings 570
Most Recent File Date 2024-11-01
Total Filings on Record 40
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by First Personal Financial Services . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-11-01 2024-09-30 13F-HR 570 472,909
2024-07-30 2024-06-30 13F-HR 359 442,243
2024-04-26 2024-03-31 13F-HR 362 431,108
2024-01-29 2023-12-31 13F-HR 385 411,000
2023-10-19 2023-09-30 13F-HR 389 384,396
2023-07-28 2023-06-30 13F-HR 379 402,579
2023-04-24 2023-03-31 13F-HR 403 385,646
2023-01-27 2022-12-31 13F-HR 392 369,116
2022-10-27 2022-09-30 13F-HR 437 344,010
2022-07-25 2022-06-30 13F-HR 332 357,112
2022-05-02 2022-03-31 13F-HR 335 428,794
2022-02-04 2021-12-31 13F-HR 357 446,685
2021-11-04 2021-09-30 13F-HR 316 402,159
2021-08-02 2021-06-30 13F-HR 322 391,516
2021-04-29 2021-03-31 13F-HR 306 365,749
2021-02-01 2020-12-31 13F-HR 318 350,778
2020-11-02 2020-09-30 13F-HR 291 314,419
2020-08-03 2020-06-30 13F-HR 304 292,633
2020-04-22 2020-03-31 13F-HR 297 258,794
2020-01-24 2019-12-31 13F-HR 549 308,402
2019-10-15 2019-09-30 13F-HR 555 321,902
2019-07-29 2019-06-30 13F-HR 803 350,195
2019-04-22 2019-03-31 13F-HR 678 327,828
2019-01-30 2018-12-31 13F-HR 660 289,970
2018-11-01 2018-09-30 13F-HR 675 316,632
2018-08-07 2018-06-30 13F-HR 656 298,851
2018-05-10 2018-03-31 13F-HR 1049 455,554
2018-01-25 2017-12-31 13F-HR 992 513,323
2017-11-01 2017-09-30 13F-HR 822 474,217
2017-08-03 2017-06-30 13F-HR 860 456,265
2017-05-05 2017-03-31 13F-HR 870 416,588
2017-02-03 2016-12-31 13F-HR 919 379,436
2016-11-07 2016-09-30 13F-HR 804 343,396
2016-08-09 2016-06-30 13F-HR 813 293,034
2016-05-11 2016-03-31 13F-HR 318 202,155
2016-01-26 2015-12-31 13F-HR 388 177,565
2015-11-13 2015-09-30 13F-HR 472 166,417
2015-08-14 2015-06-30 13F-HR 468 166,980
2015-05-04 2015-03-31 13F-HR 584 164,970
2015-02-13 2014-12-31 13F-HR 562 170,809