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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

CHE holding history

Chemed 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.

CHE overviewAll 13F holders of CHEFull Q2 2026 holdings

Shares (Q2 2026)
641
Value
$298.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CHE by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026641$298.7K<0.1%+21+3.4%AddedHolders
Q1 2026620$234.3K<0.1%+23+3.9%AddedHolders
Q4 2025597$255.5K<0.1%−53−8.2%ReducedHolders
Q3 2025650$291.1K0.1%+106+19.5%AddedHolders
Q2 2025544$265.0K<0.1%−36−6.2%ReducedHolders
Q1 2025580$357.0K0.1%−38−6.1%ReducedHolders
Q4 2024618$327.5K0.1%+62+11.2%AddedHolders
Q3 2024556$334.2K<0.1%+1+0.2%AddedHolders
Q2 2024555$301.2K<0.1%−27−4.6%ReducedHolders
Q1 2024582$373.7K0.1%+3+0.5%AddedHolders
Q4 2023579$338.6K0.1%+9+1.6%AddedHolders
Q3 2023570$296.3K0.1%+13+2.3%AddedHolders
Q2 2023557$301.8K0.1%+6+1.1%AddedHolders
Q1 2023551$296.3K0.1%−103−15.7%ReducedHolders
Q4 2022654$333.9K0.1%+38+6.2%AddedHolders
Q3 2022616$269.0K0.1%−7−1.1%ReducedHolders
Q2 2022623$292.0K0.1%+1+0.2%AddedHolders
Q1 2022622$315.0K0.1%+28+4.7%AddedHolders
Q4 2021594$314.0K0.1%−13−2.1%ReducedHolders
Q3 2021607$282.0K0.1%+11+1.8%AddedHolders
Q2 2021596$283.0K0.1%+7+1.2%AddedHolders
Q1 2021589$271.0K0.1%––Holders

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