My Personal CFO, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Personal CFO, LLC on VO, newest first. How the timeline and the estimate are built.
My Personal CFO, LLC held 37,052 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 37,052 sharesChange vs previous 13F +26,566 shares
1.17% of the 13F portfolio, value $2,985,256.
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 10,486 sharesChange vs previous 13F -1,092 shares
1.32% of the 13F portfolio, value $3,011,420.
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 11,578 sharesChange vs previous 13F +10,488 shares
1.4% of the 13F portfolio, value $3,360,201.
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 1,090 sharesChange vs previous 13F -12,845 shares
0.12% of the 13F portfolio, value $320,169.
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 13,935 sharesChange vs previous 13F -153 shares
1.77% of the 13F portfolio, value $3,899,315.
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 14,088 sharesChange vs previous 13F +34 shares
1.84% of the 13F portfolio, value $3,643,409.
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 14,054 sharesChange vs previous 13F +2,479 shares
1.9% of the 13F portfolio, value $3,712,036.
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 11,575 sharesChange vs previous 13F not available
1.67% of the 13F portfolio, value $3,053,750.
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).