PERSONAL CFO SOLUTIONS, LLC: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERSONAL CFO SOLUTIONS, LLC on APH, newest first. How the timeline and the estimate are built.
PERSONAL CFO SOLUTIONS, LLC held 7,234 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 7,234 sharesChange vs previous 13F +424 shares
0.18% of the 13F portfolio, value $1,277,239.
13F-HR 0001677501-26-000009 filed by PERSONAL CFO SOLUTIONS, 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 6,810 sharesChange vs previous 13F -738 shares
0.12% of the 13F portfolio, value $862,133.
13F-HR 0001677501-26-000005 filed by PERSONAL CFO SOLUTIONS, 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 7,548 sharesChange vs previous 13F -159 shares
0.16% of the 13F portfolio, value $1,020,024.
13F-HR 0001677501-26-000002 filed by PERSONAL CFO SOLUTIONS, 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 7,707 sharesChange vs previous 13F -742 shares
0.17% of the 13F portfolio, value $953,759.
13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, 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 8,449 sharesChange vs previous 13F -625 shares
0.15% of the 13F portfolio, value $834,347.
13F-HR 0001677501-25-000008 filed by PERSONAL CFO SOLUTIONS, 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 9,074 sharesChange vs previous 13F +3,651 shares
0.12% of the 13F portfolio, value $595,171.
13F-HR 0001677501-25-000006 filed by PERSONAL CFO SOLUTIONS, 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 5,423 sharesChange vs previous 13F +1,287 shares
0.07% of the 13F portfolio, value $376,659.
13F-HR 0001677501-25-000004 filed by PERSONAL CFO SOLUTIONS, 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 4,136 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $269,488.
13F-HR 0001677501-24-000006 filed by PERSONAL CFO SOLUTIONS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).