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Disclosery

My Personal CFO, LLC: VB position timeline

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

My Personal CFO, LLC held 2,091 VB 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 2,091 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $633,851.

    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 2,089 shares
    Change vs previous 13F -823 shares

    0.24% of the 13F portfolio, value $547,165.

    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 2,912 shares
    Change vs previous 13F +1,667 shares

    0.31% of the 13F portfolio, value $751,135.

    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 1,245 shares
    Change vs previous 13F -1,652 shares

    0.12% of the 13F portfolio, value $316,546.

    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 2,897 shares
    Change vs previous 13F -38 shares

    0.31% of the 13F portfolio, value $686,516.

    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 2,935 shares
    Change vs previous 13F +246 shares

    0.33% of the 13F portfolio, value $650,822.

    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 2,689 shares
    Change vs previous 13F +12 shares

    0.33% of the 13F portfolio, value $646,224.

    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 2,677 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $635,122.

    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).