FSV FIRSTSERVICE CORP NEW

Ownership history in TRITONPOINT WEALTH, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which TRITONPOINT WEALTH, 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
0.06% (2024 Q1)
Avg. % of fund
0.05%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,468 -63 -2.5% 0.04% $471K $190.15
2025 Q2 ADDED 2,531 +244 +10.7% 0.04% $443K $174.06
2025 Q1 REDUCED 2,287 -272 -10.6% 0.04% $380K $165.15
2024 Q4 REDUCED 2,559 -2 -0.1% 0.04% $464K $179.85
2024 Q3 REDUCED 2,561 -286 -10.0% 0.04% $463K $181.03
2024 Q2 REDUCED 2,847 -526 -15.6% 0.04% $435K $150.97
2024 Q1 REDUCED 3,373 -400 -10.6% 0.06% $605K $164.01
2023 Q4 INITIATED 3,773 0.06% $612K
% of Fund (quarterly)    FSV price (monthly, adj. close)
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