Skip to content

PERSONAL CFO SOLUTIONS, LLC: NSC position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 3,502 NSC 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 3,502 shares
    Change vs previous 13F +33 shares

    0.16% of the 13F portfolio, value $1,101,558.

    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 3,469 shares
    Change vs previous 13F -377 shares

    0.14% of the 13F portfolio, value $995,479.

    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 3,846 shares
    Change vs previous 13F -482 shares

    0.18% of the 13F portfolio, value $1,110,538.

    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 4,328 shares
    Change vs previous 13F -54 shares

    0.23% of the 13F portfolio, value $1,300,215.

    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 4,382 shares
    Change vs previous 13F -124 shares

    0.21% of the 13F portfolio, value $1,121,654.

    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 4,506 shares
    Change vs previous 13F -105 shares

    0.22% of the 13F portfolio, value $1,067,342.

    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 4,611 shares
    Change vs previous 13F -37 shares

    0.21% of the 13F portfolio, value $1,082,168.

    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 4,648 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,155,147.

    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).