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Disclosery

CFO4Life Group, LLC: PTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on PTY, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 0 PTY shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -17,458 shares

    13F-HR 0001765380-26-000199 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 17,458 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $225,208.

    13F-HR 0001765380-26-000075 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 17,458 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $252,094.

    13F-HR 0001765380-25-000451 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 17,458 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $242,841.

    13F-HR 0001765380-25-000315 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 17,458 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $252,443.

    13F-HR 0001765380-25-000154 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 17,458 shares
    Change vs previous 13F +6,153 shares

    0.04% of the 13F portfolio, value $250,871.

    13F-HR 0001765380-25-000070 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 11,305 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $162,679.

    13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).