Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

AVLR holding history

Avalara, 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.

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

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of AVLR by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−1,446−100.0%	Sold out	Holders
Q3 2021	1,446	$253.0K	0.1%	+57+4.1%	Added	Holders
Q2 2021	1,389	$225.0K	<0.1%	+1,389	New	Holders