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PERSONAL CFO SOLUTIONS, LLC: AVA position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 6,561 AVA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,561 shares
    Change vs previous 13F -1,506 shares

    0.04% of the 13F portfolio, value $268,404.

    13F-HR 0001677501-26-000009 filed by PERSONAL CFO SOLUTIONS, 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 8,067 shares
    Change vs previous 13F -329 shares

    0.05% of the 13F portfolio, value $323,796.

    13F-HR 0001677501-26-000005 filed by PERSONAL CFO SOLUTIONS, 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 8,396 shares
    Change vs previous 13F +1,510 shares

    0.05% of the 13F portfolio, value $323,584.

    13F-HR 0001677501-26-000002 filed by PERSONAL CFO SOLUTIONS, 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 6,886 shares
    Change vs previous 13F +1,395 shares

    0.05% of the 13F portfolio, value $260,362.

    13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, 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 5,491 shares
    Change vs previous 13F -409 shares

    0.04% of the 13F portfolio, value $208,371.

    13F-HR 0001677501-25-000008 filed by PERSONAL CFO SOLUTIONS, 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 5,900 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $247,024.

    13F-HR 0001677501-25-000006 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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