Position in STGW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$275,170
-$290,930 QoQ
Shares Held
37,035
-58.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#96
of 183 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STGW Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026My Personal CFO, LLC holds $275,170 across 1 Advertising Agencies name. STGW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STGW |
Stagwell Inc
This page
|
37,035 | $275,170 |
All Filings in STGW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,170 | 37,035 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $566,100 | 90,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,889,412 | 590,882 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $2,497,630 | 555,029 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,357,925 | 555,029 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,652,090 | 555,029 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,983,428 | 567,440 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $9,203,180 | 1,349,440 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,651,068 | 1,390,847 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,840,707 | 1,333,440 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,466,635 | 525,935 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,880,701 | 676,935 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,509,460 | 607,744 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $9,532,312 | 1,534,994 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $10,315,996 | 1,484,316 | Shares | Sole | 2022-10-20 | |
| No filing history on record for this holder in this stock. | ||||||