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
- period ended2026-06-3013F 3,502 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,469 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,846 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,328 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,382 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,506 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,611 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,648 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).