| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ACCENTURE PLC IRELAND | 39 | Q2 2024 | 3.9% |
| ISHARES TR | 39 | Q2 2024 | 3.2% |
| MICROSOFT CORP | 39 | Q2 2024 | 3.9% |
| ISHARES TR | 39 | Q2 2024 | 3.1% |
| DEERE & CO | 39 | Q2 2024 | 3.7% |
| ANSYS INC | 39 | Q2 2024 | 3.4% |
| ISHARES INC | 39 | Q2 2024 | 2.5% |
| WASTE MGMT INC DEL | 39 | Q2 2024 | 3.3% |
| PROCTER & GAMBLE CO | 39 | Q2 2024 | 2.7% |
| ISHARES TR | 39 | Q2 2024 | 5.2% |
View First Personal Financial Services's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-02 |
View First Personal Financial Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.