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First Personal Financial Services

SEC CIK
0001633869
Latest filing
Nov 1, 2024

BMI holding history

Badger Meter Inc in every 13F filed by First Personal Financial Services, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMI overviewAll 13F holders of BMIFull Q3 2024 holdings

Shares (Q3 2024)
52,791
Value
$11.5M
% of portfolio
2.4%
Quarters held
15
Since Q1 2021
Holdings of BMI by First Personal Financial Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202452,791$11.5M2.4%−1,069−2.0%ReducedHolders
Q2 202453,860$10.0M2.3%−401−0.7%ReducedHolders
Q1 202454,261$8.78M2.0%−6,352−10.5%ReducedHolders
Q4 202360,613$9.36M2.3%−514−0.8%ReducedHolders
Q3 202361,127$8.79M2.3%−7,141−10.5%ReducedHolders
Q2 202368,268$10.1M2.5%−1,998−2.8%ReducedHolders
Q1 202370,266$8.56M2.2%+1,067+1.5%AddedHolders
Q4 202269,199$7.54M2.0%−2,736−3.8%ReducedHolders
Q3 202271,935$6.65M1.9%+1,074+1.5%AddedHolders
Q2 202270,861$5.73M1.6%−552−0.8%ReducedHolders
Q1 202271,413$7.12M1.7%+1,100+1.6%AddedHolders
Q4 202170,313$7.49M1.7%+10,179+16.9%AddedHolders
Q3 202160,134$6.08M1.5%+1,623+2.8%AddedHolders
Q2 202158,511$5.74M1.5%−246−0.4%ReducedHolders
Q1 202158,757$5.47M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.