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PERSONAL CFO SOLUTIONS, LLC

Position in TPB — Turning Point Brands, Inc.

CIK 1677501 CHESTER, NJ

Position in TPB

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$233,397
New position
Shares Held
2,752
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#169
of 229 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 2% Shared 0% None 98%

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $6,779,606 across 4 Tobacco names. TPB ranks #4 (3.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TPB
Turning Point Brands, Inc.
This page
2,752 $233,397

All Filings in TPB

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $233,397 2,752