Skip to main content

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

AFRM holding history

Affirm Holdings, 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.

AFRM overviewAll 13F holders of AFRMFull Q2 2026 holdings

Shares (Q2 2026)
5,706
Value
$465.3K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of AFRM by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,706$465.3K0.1%+363+6.8%AddedHolders
Q1 20265,343$244.8K<0.1%+2,177+68.8%AddedHolders
Q4 20253,166$235.6K<0.1%−187−5.6%ReducedHolders
Q3 20253,353$245.0K<0.1%−37−1.1%ReducedHolders
Q2 20253,390$234.4K<0.1%+3,390NewHolders