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Disclosery

My Personal CFO, LLC: SPY position timeline

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

My Personal CFO, LLC held 10,008 SPY 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 10,008 shares
    Change vs previous 13F +216 shares

    2.92% of the 13F portfolio, value $7,473,878.

    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 9,792 shares
    Change vs previous 13F +110 shares

    2.79% of the 13F portfolio, value $6,367,950.

    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 9,682 shares
    Change vs previous 13F +8,519 shares

    2.75% of the 13F portfolio, value $6,602,512.

    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 1,163 shares
    Change vs previous 13F -9,232 shares

    0.3% of the 13F portfolio, value $774,767.

    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).

  5. period ended2025-06-30
    13F 10,395 shares
    Change vs previous 13F +4 shares

    2.92% of the 13F portfolio, value $6,422,551.

    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 10,391 shares
    Change vs previous 13F +483 shares

    2.93% of the 13F portfolio, value $5,812,777.

    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 9,908 shares
    Change vs previous 13F +1,002 shares

    2.98% of the 13F portfolio, value $5,807,136.

    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 8,906 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $5,109,825.

    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).