PERSONAL CFO SOLUTIONS, LLC: CYD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERSONAL CFO SOLUTIONS, LLC on CYD, newest first. How the timeline and the estimate are built.
PERSONAL CFO SOLUTIONS, LLC held 10,830 CYD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 10,830 sharesChange vs previous 13F +262 shares
0.07% of the 13F portfolio, value $513,450.
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 10,568 sharesChange vs previous 13F +293 shares
0.06% of the 13F portfolio, value $406,868.
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 10,275 sharesChange vs previous 13F +513 shares
0.06% of the 13F portfolio, value $364,763.
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 9,762 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $403,854.
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).