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PERSONAL CFO SOLUTIONS, LLC: ITT position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 59,338 ITT 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 59,338 shares
    Change vs previous 13F -41 shares

    1.7% of the 13F portfolio, value $11,757,489.

    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 59,379 shares
    Change vs previous 13F -5 shares

    1.59% of the 13F portfolio, value $11,336,477.

    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 59,384 shares
    Change vs previous 13F +135 shares

    1.64% of the 13F portfolio, value $10,303,787.

    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 59,249 shares
    Change vs previous 13F -19 shares

    1.86% of the 13F portfolio, value $10,591,405.

    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 59,268 shares
    Change vs previous 13F -42 shares

    1.72% of the 13F portfolio, value $9,295,033.

    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 59,310 shares
    Change vs previous 13F -174 shares

    1.56% of the 13F portfolio, value $7,660,493.

    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 59,484 shares
    Change vs previous 13F -59 shares

    1.67% of the 13F portfolio, value $8,499,070.

    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).

  8. period ended2024-09-30
    13F 59,543 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $8,902,253.

    13F-HR 0001677501-24-000006 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).