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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

APD holding history

Air Products & Chemicals, 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.

APD overviewAll 13F holders of APDFull Q2 2026 holdings

Shares (Q2 2026)
3,192
Value
$935.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of APD by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,192$935.9K0.1%−122−3.7%ReducedHolders
Q1 20263,314$962.6K0.1%+104+3.2%AddedHolders
Q4 20253,210$792.9K0.1%−68−2.1%ReducedHolders
Q3 20253,278$893.9K0.2%+83+2.6%AddedHolders
Q2 20253,195$901.3K0.2%−196−5.8%ReducedHolders
Q1 20253,391$1.00M0.2%+848+33.3%AddedHolders
Q4 20242,543$737.4K0.1%−114−4.3%ReducedHolders
Q3 20242,657$791.0K0.1%−280−9.5%ReducedHolders
Q2 20242,937$757.8K0.1%−27−0.9%ReducedHolders
Q1 20242,964$718.1K0.1%+510+20.8%AddedHolders
Q4 20232,454$672.1K0.1%+102+4.3%AddedHolders
Q3 20232,352$666.7K0.1%+137+6.2%AddedHolders
Q2 20232,215$663.4K0.1%+100+4.7%AddedHolders
Q1 20232,115$607.5K0.1%+223+11.8%AddedHolders
Q4 20221,892$583.2K0.1%+159+9.2%AddedHolders
Q3 20221,733$403.0K0.1%+235+15.7%AddedHolders
Q2 20221,498$360.0K0.1%+225+17.7%AddedHolders
Q1 20221,273$318.0K0.1%+299+30.7%AddedHolders
Q4 2021974$296.0K0.1%+39+4.2%AddedHolders
Q3 2021935$240.0K<0.1%+12+1.3%AddedHolders
Q2 2021923$266.0K0.1%+126+15.8%AddedHolders
Q1 2021797$224.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.