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Disclosery

My Personal CFO, LLC: IEFA position timeline

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

My Personal CFO, LLC held 7,385 IEFA 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 7,385 shares
    Change vs previous 13F +125 shares

    0.28% of the 13F portfolio, value $713,195.

    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 7,260 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $657,231.

    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).