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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

CBOE holding history

Cboe Global Markets, 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.

CBOE overviewAll 13F holders of CBOEFull Q2 2026 holdings

Shares (Q2 2026)
1,563
Value
$379.3K
% of portfolio
0.1%
Quarters held
10
Since Q4 2023
Holdings of CBOE by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,563$379.3K0.1%+416+36.3%AddedHolders
Q1 20261,147$322.3K<0.1%+23+2.0%AddedHolders
Q4 20251,124$282.2K<0.1%−25−2.2%ReducedHolders
Q3 20251,149$281.8K<0.1%−27−2.3%ReducedHolders
Q2 20251,176$274.4K0.1%+1,176NewHolders
Q1 20250$00.0%−1,386−100.0%Sold outHolders
Q4 20241,386$270.9K0.1%−492−26.2%ReducedHolders
Q3 20241,878$384.8K0.1%−34−1.8%ReducedHolders
Q2 20241,912$325.1K<0.1%+20+1.1%AddedHolders
Q1 20241,892$347.7K0.1%+516+37.5%AddedHolders
Q4 20231,376$245.8K<0.1%+1,376NewHolders