PERSONAL CFO SOLUTIONS, LLC: TFC position timeline

PERSONAL CFO SOLUTIONS, LLC held 4,039 TFC 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 4,039 shares

   Change vs previous 13F +4,039 shares

   0.03% of the 13F portfolio, value $201,227.

   13F-HR 0001677501-26-000009 filed by PERSONAL CFO SOLUTIONS, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -7,119 shares

   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).

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

3. period ended2025-03-31

   13F 7,119 shares

   Change vs previous 13F -389 shares

   0.06% of the 13F portfolio, value $292,964.

   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 7,508 shares

   Change vs previous 13F +94 shares

   0.06% of the 13F portfolio, value $325,707.

   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 7,414 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $317,100.

   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).