PERSONAL CFO SOLUTIONS, LLC: COHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERSONAL CFO SOLUTIONS, LLC on COHR, newest first. How the timeline and the estimate are built.
PERSONAL CFO SOLUTIONS, LLC held 1,652 COHR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,652 sharesChange vs previous 13F +183 shares
0.09% of the 13F portfolio, value $651,664.
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 1,469 sharesChange vs previous 13F -108 shares
0.05% of the 13F portfolio, value $349,930.
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 1,577 sharesChange vs previous 13F -909 shares
0.05% of the 13F portfolio, value $291,012.
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 2,486 sharesChange vs previous 13F -1,292 shares
0.05% of the 13F portfolio, value $267,760.
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 3,778 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $337,009.
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).