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My Personal CFO, LLC: VEA position timeline

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

My Personal CFO, LLC held 8,026 VEA 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 8,026 shares
    Change vs previous 13F -2,450 shares

    0.22% of the 13F portfolio, value $571,858.

    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 10,476 shares
    Change vs previous 13F -4,569 shares

    0.29% of the 13F portfolio, value $671,324.

    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 15,045 shares
    Change vs previous 13F -106,599 shares

    0.39% of the 13F portfolio, value $939,878.

    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 121,644 shares
    Change vs previous 13F +106,641 shares

    2.82% of the 13F portfolio, value $7,288,889.

    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 15,003 shares
    Change vs previous 13F +45 shares

    0.39% of the 13F portfolio, value $855,345.

    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 14,958 shares
    Change vs previous 13F +484 shares

    0.38% of the 13F portfolio, value $760,316.

    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 14,474 shares
    Change vs previous 13F +95 shares

    0.35% of the 13F portfolio, value $692,150.

    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 14,379 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $759,378.

    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).