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PERSONAL CFO SOLUTIONS, LLC: JNK position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 16,531 JNK 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 16,531 shares
    Change vs previous 13F +1,612 shares

    0.23% of the 13F portfolio, value $1,593,052.

    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 14,919 shares
    Change vs previous 13F -2,341 shares

    0.2% of the 13F portfolio, value $1,428,059.

    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 17,260 shares
    Change vs previous 13F +175 shares

    0.27% of the 13F portfolio, value $1,677,888.

    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 17,085 shares
    Change vs previous 13F +55 shares

    0.29% of the 13F portfolio, value $1,674,129.

    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 17,030 shares
    Change vs previous 13F -427 shares

    0.31% of the 13F portfolio, value $1,656,465.

    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 17,457 shares
    Change vs previous 13F +781 shares

    0.34% of the 13F portfolio, value $1,663,609.

    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 16,676 shares
    Change vs previous 13F +400 shares

    0.31% of the 13F portfolio, value $1,592,061.

    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 16,276 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,591,650.

    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).