Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

BA holding history

Boeing Co 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.

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

Shares (Q2 2026): 18,176
Value: $3.93M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of BA by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,176	$3.93M	0.6%	−33−0.2%	Reduced	Holders
Q1 2026	18,209	$3.62M	0.5%	−515−2.8%	Reduced	Holders
Q4 2025	18,724	$4.07M	0.6%	−180−1.0%	Reduced	Holders
Q3 2025	18,904	$4.08M	0.7%	+111+0.6%	Added	Holders
Q2 2025	18,793	$3.94M	0.7%	+2,635+16.3%	Added	Holders
Q1 2025	16,158	$2.76M	0.6%	+1,846+12.9%	Added	Holders
Q4 2024	14,312	$2.53M	0.5%	+6,698+88.0%	Added	Holders
Q3 2024	7,614	$1.16M	0.2%	+3,851+102.3%	Added	Holders
Q2 2024	3,763	$684.9K	0.1%	+96+2.6%	Added	Holders
Q1 2024	3,667	$707.7K	0.1%	+105+2.9%	Added	Holders
Q4 2023	3,562	$928.5K	0.2%	+326+10.1%	Added	Holders
Q3 2023	3,236	$620.3K	0.1%	+303+10.3%	Added	Holders
Q2 2023	2,933	$619.4K	0.1%	+145+5.2%	Added	Holders
Q1 2023	2,788	$592.3K	0.1%	+81+3.0%	Added	Holders
Q4 2022	2,707	$515.7K	0.1%	−71,378−96.3%	Reduced	Holders
Q3 2022	74,085	$8.97M	2.3%	+105+0.1%	Added	Holders
Q2 2022	73,980	$10.1M	2.4%	+154+0.2%	Added	Holders
Q1 2022	73,826	$14.1M	2.8%	+261+0.4%	Added	Holders
Q4 2021	73,565	$14.8M	2.8%	+179+0.2%	Added	Holders
Q3 2021	73,386	$16.1M	3.3%	+10,501+16.7%	Added	Holders
Q2 2021	62,885	$15.1M	3.1%	−111−0.2%	Reduced	Holders
Q1 2021	62,996	$16.0M	3.5%	–	–	Holders

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