First Personal Financial Services

Entity
Company
Business address
2150 Park Dr., 28204 Charlotte, NC
Phone
9805853390
State of incorporation
NC
Fiscal year end
December 31
Signature 13F
Michael Elliott Van Ness - Chief Compliance Officer & Director of Research
All SEC filings
View on sec.gov
First Personal Financial Services has filed 40 SEC EDGAR filings since 2/13/2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 1, 2024 Sep 30, 2024 028-16545
13F-HR Open Document Open Filing Jul 30, 2024 Jun 30, 2024 028-16545
13F-HR Open Document Open Filing Apr 26, 2024 Mar 31, 2024 028-16545
13F-HR Open Document Open Filing Jan 29, 2024 Dec 31, 2023 028-16545
13F-HR Open Document Open Filing Oct 19, 2023 Sep 30, 2023 028-16545
13F-HR Open Document Open Filing Jul 28, 2023 Jun 30, 2023 028-16545
13F-HR Open Document Open Filing Apr 24, 2023 Mar 31, 2023 028-16545
13F-HR Open Document Open Filing Jan 27, 2023 Dec 31, 2022 028-16545
13F-HR Open Document Open Filing Oct 27, 2022 Sep 30, 2022 028-16545
13F-HR Open Document Open Filing Jul 25, 2022 Jun 30, 2022 028-16545
13F-HR Open Document Open Filing May 2, 2022 Mar 31, 2022 028-16545
13F-HR Open Document Open Filing Feb 4, 2022 Dec 31, 2021 028-16545
13F-HR Open Document Open Filing Nov 4, 2021 Sep 30, 2021 028-16545
13F-HR Open Document Open Filing Aug 2, 2021 Jun 30, 2021 028-16545
13F-HR Open Document Open Filing Apr 29, 2021 Mar 31, 2021 028-16545
13F-HR Open Document Open Filing Feb 1, 2021 Dec 31, 2020 028-16545
13F-HR Open Document Open Filing Nov 2, 2020 Sep 30, 2020 028-16545
13F-HR Open Document Open Filing Aug 3, 2020 Jun 30, 2020 028-16545
13F-HR Open Document Open Filing Apr 22, 2020 Mar 31, 2020 028-16545
13F-HR Open Document Open Filing Jan 24, 2020 Dec 31, 2019 028-16545
13F-HR Open Document Open Filing Oct 15, 2019 Sep 30, 2019 028-16545
13F-HR Open Document Open Filing Jul 29, 2019 Jun 30, 2019 028-16545
13F-HR Open Document Open Filing Apr 22, 2019 Mar 31, 2019 028-16545
13F-HR Open Document Open Filing Jan 30, 2019 Dec 31, 2018 028-16545
13F-HR Open Document Open Filing Nov 1, 2018 Sep 30, 2018 028-16545
13F-HR Open Document Open Filing Aug 7, 2018 Jun 30, 2018 028-16545
13F-HR Open Document Open Filing May 10, 2018 Mar 31, 2018 028-16545
13F-HR Open Document Open Filing Jan 25, 2018 Dec 31, 2017 028-16545
13F-HR Open Document Open Filing Nov 1, 2017 Sep 30, 2017 028-16545
13F-HR Open Document Open Filing Aug 3, 2017 Jun 30, 2017 028-16545
13F-HR Open Document Open Filing May 5, 2017 Mar 31, 2017 028-16545
13F-HR Open Document Open Filing Feb 3, 2017 Dec 31, 2016 028-16545
13F-HR Open Document Open Filing Nov 7, 2016 Sep 30, 2016 028-16545
13F-HR Open Document Open Filing Aug 9, 2016 Jun 30, 2016 028-16545
13F-HR Open Document Open Filing May 11, 2016 Mar 31, 2016 028-16545
13F-HR Open Document Open Filing Jan 26, 2016 Dec 31, 2015 028-16545
13F-HR Open Document Open Filing Nov 13, 2015 Sep 30, 2015 028-16545
13F-HR Open Document Open Filing Aug 14, 2015 Jun 30, 2015 028-16545
13F-HR Open Document Open Filing May 4, 2015 Mar 31, 2015 028-16545
13F-HR Open Document Open Filing Feb 13, 2015 Dec 31, 2014 028-16545