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PERSONAL CFO SOLUTIONS, LLC: PH position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 985 PH 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 985 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $963,308.

    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 980 shares
    Change vs previous 13F -111 shares

    0.12% of the 13F portfolio, value $877,632.

    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 1,091 shares
    Change vs previous 13F -232 shares

    0.15% of the 13F portfolio, value $959,218.

    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 1,323 shares
    Change vs previous 13F -53 shares

    0.18% of the 13F portfolio, value $1,002,863.

    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 1,376 shares
    Change vs previous 13F -22 shares

    0.18% of the 13F portfolio, value $960,908.

    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 1,398 shares
    Change vs previous 13F -41 shares

    0.17% of the 13F portfolio, value $849,549.

    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 1,439 shares
    Change vs previous 13F -82 shares

    0.18% of the 13F portfolio, value $914,950.

    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 1,521 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $961,154.

    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).