My Personal CFO, LLC: BJUL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Personal CFO, LLC on BJUL, newest first. How the timeline and the estimate are built.
My Personal CFO, LLC held 39,755 BJUL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 39,755 sharesChange vs previous 13F -7,000 shares
0.84% of the 13F portfolio, value $2,159,094.
13F-HR 0001754960-26-000575 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,755 sharesChange vs previous 13F -7,000 shares
1.02% of the 13F portfolio, value $2,323,055.
13F-HR 0001754960-26-000293 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 53,755 sharesChange vs previous 13F +53,755 shares
1.14% of the 13F portfolio, value $2,728,760.
13F-HR 0001754960-26-000077 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -60,420 shares
13F-HR 0001754960-25-000700 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 60,420 sharesChange vs previous 13F +2,400 shares
1.29% of the 13F portfolio, value $2,847,595.
13F-HR 0001754960-25-000441 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,020 sharesChange vs previous 13F 0 shares
1.26% of the 13F portfolio, value $2,505,077.
13F-HR 0001754960-25-000247 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 58,020 sharesChange vs previous 13F 0 shares
1.33% of the 13F portfolio, value $2,585,232.
13F-HR 0001754960-25-000067 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 58,020 sharesChange vs previous 13F not available
1.39% of the 13F portfolio, value $2,534,314.
13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).