Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

AAON holding history

Aaon, Inc. in every 13F filed by Personal Cfo Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAON overview All 13F holders of AAON Full Q2 2026 holdings

Shares (Q2 2026): 3,160
Value: $400.9K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of AAON by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,160	$400.9K	0.1%	−97−3.0%	Reduced	Holders
Q1 2026	3,257	$269.5K	<0.1%	−320−8.9%	Reduced	Holders
Q4 2025	3,577	$272.8K	<0.1%	+282+8.6%	Added	Holders
Q3 2025	3,295	$307.9K	0.1%	+3,295	New	Holders