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
- period ended2026-06-3013F 8,026 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,476 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,045 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 121,644 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,003 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,958 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,474 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,379 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).