PERSONAL CFO SOLUTIONS, LLC: TPR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERSONAL CFO SOLUTIONS, LLC on TPR, newest first. How the timeline and the estimate are built.
PERSONAL CFO SOLUTIONS, LLC held 4,188 TPR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,188 sharesChange vs previous 13F +267 shares
0.09% of the 13F portfolio, value $613,102.
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 3,921 sharesChange vs previous 13F +1,460 shares
0.08% of the 13F portfolio, value $553,265.
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 2,461 sharesChange vs previous 13F -15 shares
0.05% of the 13F portfolio, value $314,402.
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 2,476 sharesChange vs previous 13F +19 shares
0.05% of the 13F portfolio, value $280,366.
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 2,457 sharesChange vs previous 13F +2,457 shares
0.04% of the 13F portfolio, value $215,739.
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 0 sharesChange vs previous 13F -3,605 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,605 sharesChange vs previous 13F -16,419 shares
0.05% of the 13F portfolio, value $235,504.
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 20,024 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $940,746.
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).