PERSONAL CFO SOLUTIONS, LLC: MUSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERSONAL CFO SOLUTIONS, LLC on MUSA, newest first. How the timeline and the estimate are built.
PERSONAL CFO SOLUTIONS, LLC held 589 MUSA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 589 sharesChange vs previous 13F +15 shares
0.05% of the 13F portfolio, value $317,187.
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 574 sharesChange vs previous 13F -24 shares
0.04% of the 13F portfolio, value $283,322.
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 598 sharesChange vs previous 13F -31 shares
0.04% of the 13F portfolio, value $241,504.
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 629 sharesChange vs previous 13F +39 shares
0.04% of the 13F portfolio, value $244,380.
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).
- period ended2025-06-3013F 590 sharesChange vs previous 13F +56 shares
0.04% of the 13F portfolio, value $240,159.
13F-HR 0001677501-25-000008 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 ended2025-03-3113F 534 sharesChange vs previous 13F +8 shares
0.05% of the 13F portfolio, value $251,025.
13F-HR 0001677501-25-000006 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 ended2024-12-3113F 526 sharesChange vs previous 13F -24 shares
0.05% of the 13F portfolio, value $264,053.
13F-HR 0001677501-25-000004 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 ended2024-09-3013F 550 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $271,191.
13F-HR 0001677501-24-000006 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).