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PERSONAL CFO SOLUTIONS, LLC: TMB position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 466,553 TMB 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 466,553 shares
    Change vs previous 13F +22,001 shares

    1.71% of the 13F portfolio, value $11,827,119.

    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 444,552 shares
    Change vs previous 13F -3,425 shares

    1.59% of the 13F portfolio, value $11,340,741.

    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 447,977 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $11,459,258.

    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).