CBT CABOT CORP

Ownership history in PERSONAL CFO SOLUTIONS, LLC  ·  10 quarters on record

AI Ownership Summary

PERSONAL CFO SOLUTIONS, LLC reported CABOT CORP (CBT) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows CBT at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PERSONAL CFO SOLUTIONS, LLC's position in CABOT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CBT was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PERSONAL CFO SOLUTIONS, LLC held CBT — position size vs. price
% of Fund (quarterly)    CBT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,004 +15 +0.4% 0.05% $304K 2025-11-10 $60.30
2025 Q2 ADDED 3,989 +9 +0.2% 0.06% $299K 2025-08-12 $77.01
2025 Q1 REDUCED 3,980 -305 -7.1% 0.07% $331K 2025-04-30 $76.63
2024 Q4 ADDED 4,285 +137 +3.3% 0.08% $391K 2025-02-07 $83.70
2024 Q3 ADDED 4,148 +118 +2.9% 0.06% $464K 2024-11-14 $105.58
2024 Q2 REDUCED 4,030 -219 -5.2% 0.06% $370K 2024-08-09 $92.60
2024 Q1 REDUCED 4,249 -17 -0.4% 0.06% $392K 2024-05-13 $97.98
2023 Q4 ADDED 4,266 +633 +17.4% 0.06% $356K 2024-02-13 $76.19
2023 Q3 ADDED 3,633 +76 +2.1% 0.05% $252K 2023-11-13 $70.33
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PERSONAL CFO SOLUTIONS, LLC and CBT

These are the practical questions this page is built to answer before you even open the full history table.

How long has PERSONAL CFO SOLUTIONS, LLC reported owning CBT?

PERSONAL CFO SOLUTIONS, LLC reported CBT across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported CBT position in PERSONAL CFO SOLUTIONS, LLC's portfolio?

The largest reported portfolio weight for CBT was 0.08% in 2024 Q4.

What is the latest reported CBT position on this page?

The most recent filing on this page is 2025 Q3, when PERSONAL CFO SOLUTIONS, LLC reported 4,004 shares, equal to 0.05% of portfolio, with an estimated market value of $304K.

What does the chart on this CBT ownership page compare?

The chart compares PERSONAL CFO SOLUTIONS, LLC's quarterly CBT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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