First Personal Financial Services

CIK: 0001633869 | CHARLOTTE, NC

Q2 2024 vs Q3 2024 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2024	13F-HR	571	$472.9M	2024-11-01	SEC ↗
Q2 2024	13F-HR	360	$442.2M	2024-07-30	SEC ↗
Q1 2024	13F-HR	363	$431.1M	2024-04-26	SEC ↗
Q4 2023	13F-HR	386	$411.0M	2024-01-29	SEC ↗
Q3 2023	13F-HR	390	$384.4M	2023-10-19	SEC ↗
Q2 2023	13F-HR	382	$402.6M	2023-07-28	SEC ↗
Q1 2023	13F-HR	406	$385.6M	2023-04-24	SEC ↗
Q4 2022	13F-HR	395	$369.1M	2023-01-27	SEC ↗
Q3 2022	13F-HR	441	$21.1M	2022-10-27	SEC ↗
Q2 2022	13F-HR	341	$10.9M	2022-07-25	SEC ↗
Q1 2022	13F-HR	335	$13.4M	2022-05-02	SEC ↗
Q4 2021	13F-HR	357	$14.4M	2022-02-04	SEC ↗
Q3 2021	13F-HR	316	$12.4M	2021-11-04	SEC ↗
Q2 2021	13F-HR	322	$12.0M	2021-08-02	SEC ↗
Q1 2021	13F-HR	306	$11.2M	2021-04-29	SEC ↗
Q4 2020	13F-HR	318	$10.4M	2021-02-01	SEC ↗
Q3 2020	13F-HR	291	$9.2M	2020-11-02	SEC ↗
Q2 2020	13F-HR	304	$9.8M	2020-08-03	SEC ↗
Q1 2020	13F-HR	297	$8.8M	2020-04-22	SEC ↗
Q4 2019	13F-HR	549	$10.2M	2020-01-24	SEC ↗
Q3 2019	13F-HR	555	$11.7M	2019-10-15	SEC ↗
Q2 2019	13F-HR	822	$14.4M	2019-07-29	SEC ↗
Q1 2019	13F-HR	701	$13.9M	2019-04-22	SEC ↗
Q4 2018	13F-HR	680	$11.8M	2019-01-30	SEC ↗
Q3 2018	13F-HR	693	$13.3M	2018-11-01	SEC ↗
Q2 2018	13F-HR	672	$12.0M	2018-08-07	SEC ↗
Q1 2018	13F-HR	1417	$26.7M	2018-05-10	SEC ↗
Q4 2017	13F-HR	1056	$28.0M	2018-01-25	SEC ↗
Q3 2017	13F-HR	876	$26.4M	2017-11-01	SEC ↗
Q2 2017	13F-HR	914	$23.8M	2017-08-03	SEC ↗
Q1 2017	13F-HR	921	$18.6M	2017-05-05	SEC ↗
Q4 2016	13F-HR	986	$14.7M	2017-02-03	SEC ↗
Q3 2016	13F-HR	854	$14.7M	2016-11-07	SEC ↗
Q2 2016	13F-HR	867	$10.5M	2016-08-09	SEC ↗
Q1 2016	13F-HR	343	$4.7M	2016-05-11	SEC ↗
Q4 2015	13F-HR	399	$3.9M	2016-01-26	SEC ↗
Q3 2015	13F-HR	484	$3.5M	2015-11-13	SEC ↗
Q2 2015	13F-HR	479	$2.6M	2015-08-14	SEC ↗
Q1 2015	13F-HR	593	$2.7M	2015-05-04	SEC ↗
Q4 2014	13F-HR	570	$2.7M	2015-02-13	SEC ↗