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PERSONAL CFO SOLUTIONS, LLC: HPQ position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 30,162 HPQ 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 30,162 shares
    Change vs previous 13F -894 shares

    0.1% of the 13F portfolio, value $670,747.

    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 31,056 shares
    Change vs previous 13F +10,628 shares

    0.09% of the 13F portfolio, value $605,850.

    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 20,428 shares
    Change vs previous 13F -1,064 shares

    0.07% of the 13F portfolio, value $455,133.

    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 21,492 shares
    Change vs previous 13F +459 shares

    0.1% of the 13F portfolio, value $585,218.

    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 21,033 shares
    Change vs previous 13F -1,595 shares

    0.1% of the 13F portfolio, value $514,466.

    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 22,628 shares
    Change vs previous 13F -216 shares

    0.13% of the 13F portfolio, value $626,561.

    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).

  7. period ended2024-12-31
    13F 22,844 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $745,415.

    13F-HR 0001677501-25-000004 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).