FSV — FIRSTSERVICE CORP NEW

Ownership history in Portside Wealth Group, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Portside Wealth Group, LLC reported a position in FIRSTSERVICE CORP NEW (FSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,293 -31 -2.3% 0.03% $246K $190.15
2025 Q2 REDUCED 1,324 -17,216 -92.9% 0.03% $231K $174.06
2023 Q2 INITIATED 18,540 — — 0.01% $2.9M $151.75
% of Fund (quarterly)    FSV price (monthly, adj. close)

Other funds also holding FSV

As of 2025 Q4 — sorted by position size

Lionstone Capital Management LLC 3Y 7Y 8.83% Norwood Investment Partners, LP 3Y 7.0% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 3.8% Catawba River Capital 3Y 3.39% Conestoga Capital Advisors, LLC 3Y 7Y 3.07% Baskin Financial Services Inc. 3Y 7Y 2.94% Summit Creek Advisors LLC 3Y 7Y 2.31% BCV Asset Management Inc. 2.0% AltraVue Capital, LLC 3Y 7Y 1.61% Orbis Allan Gray Ltd 3Y 7Y 1.29%
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