PERSONAL CFO SOLUTIONS, LLC
Position in ADPT — Adaptive Biotechnologies Corp
CIK 1677501
CHESTER, NJ
Position in ADPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$0
+$0 QoQ
Shares Held
2,842
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADPT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,773,855 across 7 Diagnostics & Research names. ADPT ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,112 | $1,058,872 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
1,414 | $744,386 | |
| 3 | DGX |
Quest Diagnostics Inc
|
3,199 | $678,028 | |
| 4 | DHR |
Danaher Corp /De/
|
3,141 | $598,297 | |
| 5 | ILMN |
Illumina, Inc.
|
2,749 | $483,356 | |
| 6 | NTRA |
Natera, Inc.
|
777 | $210,916 | |
| 7 | ADPT |
Adaptive Biotechnologies Corp
This page
|
2,842 | $0 |
All Filings in ADPT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 11,370 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | — | 11,344 | Shares | Sole | 2026-04-30 | |
| 2025-03-31 | — | 11,250 | Shares | Defined | 2025-04-30 | |
| 2024-09-30 | — | 11,250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | — | 11,250 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | — | 11,250 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | — | 11,250 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | — | 11,250 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | — | 11,250 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | — | 11,250 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | — | 11,250 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | — | 11,250 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | — | 11,250 | Shares | Sole | 2021-11-18 | |
| 2021-03-31 | — | 32,388 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | — | 42,916 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | — | 73,099 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | — | 82,916 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | — | 112,916 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||