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PERSONAL CFO SOLUTIONS, LLC: CXT position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 9,177 CXT 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 9,177 shares
    Change vs previous 13F +523 shares

    0.07% of the 13F portfolio, value $469,513.

    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 8,654 shares
    Change vs previous 13F +967 shares

    0.05% of the 13F portfolio, value $351,278.

    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 7,687 shares
    Change vs previous 13F +1,344 shares

    0.06% of the 13F portfolio, value $361,836.

    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 6,343 shares
    Change vs previous 13F +1,664 shares

    0.07% of the 13F portfolio, value $425,404.

    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 4,679 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $252,180.

    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).