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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

ARES holding history

Ares Management Corp 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.

ARES overviewAll 13F holders of ARESFull Q2 2026 holdings

Shares (Q2 2026)
3,269
Value
$363.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ARES by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,269$363.8K0.1%−346−9.6%ReducedHolders
Q1 20263,615$394.4K0.1%−183−4.8%ReducedHolders
Q4 20253,798$613.9K0.1%+9+0.2%AddedHolders
Q3 20253,789$605.8K0.1%+47+1.3%AddedHolders
Q2 20253,742$648.2K0.1%−85−2.2%ReducedHolders
Q1 20253,827$561.1K0.1%−127−3.2%ReducedHolders
Q4 20243,954$700.0K0.1%−394−9.1%ReducedHolders
Q3 20244,348$677.6K0.1%+21+0.5%AddedHolders
Q2 20244,327$576.8K0.1%+700+19.3%AddedHolders
Q1 20243,627$482.3K0.1%+9+0.2%AddedHolders
Q4 20233,618$430.3K0.1%+9+0.2%AddedHolders
Q3 20233,609$371.3K0.1%−53−1.4%ReducedHolders
Q2 20233,662$352.8K0.1%+29+0.8%AddedHolders
Q1 20233,633$303.1K0.1%+195+5.7%AddedHolders
Q4 20223,438$235.3K<0.1%−18−0.5%ReducedHolders
Q3 20223,456$214.0K0.1%+3,456NewHolders
Q2 20220$00.0%−3,625−100.0%Sold outHolders
Q1 20223,625$294.0K0.1%−620−14.6%ReducedHolders
Q4 20214,245$345.0K0.1%+280+7.1%AddedHolders
Q3 20213,965$293.0K0.1%−275−6.5%ReducedHolders
Q2 20214,240$270.0K0.1%+636+17.6%AddedHolders
Q1 20213,604$202.0K<0.1%––Holders

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