Skip to content
Disclosery

My Personal CFO, LLC: IWR position timeline

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

My Personal CFO, LLC held 5,409 IWR 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 5,409 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $596,762.

    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 5,409 shares
    Change vs previous 13F -316 shares

    0.23% of the 13F portfolio, value $525,882.

    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 5,725 shares
    Change vs previous 13F +5,725 shares

    0.23% of the 13F portfolio, value $551,122.

    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 -5,718 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 5,718 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $525,851.

    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 5,715 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $486,161.

    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 5,712 shares
    Change vs previous 13F +4 shares

    0.26% of the 13F portfolio, value $504,935.

    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 5,708 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $503,146.

    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).