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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q2 2026)
559
Value
$537.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BLK by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026559$537.5K0.1%−266−32.2%ReducedHolders
Q1 2026825$793.2K0.1%−124−13.1%ReducedHolders
Q4 2025949$1.02M0.2%00.0%UnchangedHolders
Q3 2025949$1.11M0.2%+46+5.1%AddedHolders
Q2 2025903$947.3K0.2%+13+1.5%AddedHolders
Q1 2025890$842.7K0.2%−21−2.3%ReducedHolders
Q4 2024911$933.8K0.2%+911NewHolders
Q3 20240$00.0%−762−100.0%Sold outHolders
Q2 2024762$599.9K0.1%−115−13.1%ReducedHolders
Q1 2024877$731.9K0.1%+17+2.0%AddedHolders
Q4 2023860$698.6K0.1%+12+1.4%AddedHolders
Q3 2023848$548.4K0.1%+52+6.5%AddedHolders
Q2 2023796$550.1K0.1%+17+2.2%AddedHolders
Q1 2023779$520.9K0.1%+37+5.0%AddedHolders
Q4 2022742$526.0K0.1%−21−2.8%ReducedHolders
Q3 2022763$420.0K0.1%−5−0.7%ReducedHolders
Q2 2022768$468.0K0.1%+201+35.4%AddedHolders
Q1 2022567$433.0K0.1%+126+28.6%AddedHolders
Q4 2021441$404.0K0.1%+58+15.1%AddedHolders
Q3 2021383$322.0K0.1%−38−9.0%ReducedHolders
Q2 2021421$369.0K0.1%+68+19.3%AddedHolders
Q1 2021353$266.0K0.1%––Holders

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