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PERSONAL CFO SOLUTIONS, LLC: MSCI position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 1,238 MSCI 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 1,238 shares
    Change vs previous 13F -506 shares

    0.1% of the 13F portfolio, value $693,208.

    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 1,744 shares
    Change vs previous 13F -279 shares

    0.13% of the 13F portfolio, value $939,766.

    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 2,023 shares
    Change vs previous 13F -106 shares

    0.18% of the 13F portfolio, value $1,160,904.

    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 2,129 shares
    Change vs previous 13F -24 shares

    0.21% of the 13F portfolio, value $1,208,227.

    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 2,153 shares
    Change vs previous 13F -14 shares

    0.23% of the 13F portfolio, value $1,241,901.

    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 2,167 shares
    Change vs previous 13F -333 shares

    0.25% of the 13F portfolio, value $1,225,582.

    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 2,500 shares
    Change vs previous 13F -21 shares

    0.3% of the 13F portfolio, value $1,500,144.

    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 2,521 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,469,651.

    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).