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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

  1. period ended2026-06-30
    13F 37,052 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,486 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,578 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,090 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,935 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,088 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,054 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,575 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).