PERSONAL CFO SOLUTIONS, LLC: QQQ position timeline

PERSONAL CFO SOLUTIONS, LLC held 0 QQQ shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -6,197 shares

   13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 6,197 shares

   Change vs previous 13F +769 shares

   0.63% of the 13F portfolio, value $3,418,256.

   13F-HR 0001677501-25-000008 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 5,428 shares

   Change vs previous 13F +116 shares

   0.52% of the 13F portfolio, value $2,545,399.

   13F-HR 0001677501-25-000006 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 5,312 shares

   Change vs previous 13F +129 shares

   0.53% of the 13F portfolio, value $2,715,662.

   13F-HR 0001677501-25-000004 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 5,183 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $2,529,653.

   13F-HR 0001677501-24-000006 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).