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Disclosery

My Personal CFO, LLC: BDEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Personal CFO, LLC on BDEC, newest first. How the timeline and the estimate are built.

My Personal CFO, LLC held 63,841 BDEC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,841 shares
    Change vs previous 13F -2,340 shares

    1.33% of the 13F portfolio, value $3,396,501.

    13F-HR 0001754960-26-000575 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 66,181 shares
    Change vs previous 13F -8,195 shares

    1.39% of the 13F portfolio, value $3,176,741.

    13F-HR 0001754960-26-000293 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 74,376 shares
    Change vs previous 13F +74,376 shares

    1.54% of the 13F portfolio, value $3,686,075.

    13F-HR 0001754960-26-000077 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -74,373 shares

    13F-HR 0001754960-25-000700 filed by My Personal CFO, 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.

  5. period ended2025-06-30
    13F 74,373 shares
    Change vs previous 13F +42 shares

    1.53% of the 13F portfolio, value $3,358,685.

    13F-HR 0001754960-25-000441 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 74,331 shares
    Change vs previous 13F -5 shares

    1.57% of the 13F portfolio, value $3,111,183.

    13F-HR 0001754960-25-000247 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 74,336 shares
    Change vs previous 13F +7,356 shares

    1.64% of the 13F portfolio, value $3,204,625.

    13F-HR 0001754960-25-000067 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 66,980 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,885,438.

    13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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