Skip to main content
Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

CI holding history

Cigna Group 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.

CI overviewAll 13F holders of CIFull Q2 2026 holdings

Shares (Q2 2026)
3,038
Value
$837.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CI by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,038$837.4K0.1%−259−7.9%ReducedHolders
Q1 20263,297$879.5K0.1%+2,094+174.1%AddedHolders
Q4 20251,203$331.1K0.1%+263+28.0%AddedHolders
Q3 2025940$270.9K<0.1%+98+11.6%AddedHolders
Q2 2025842$278.3K0.1%+17+2.1%AddedHolders
Q1 2025825$271.3K0.1%00.0%UnchangedHolders
Q4 2024825$227.9K<0.1%−2,301−73.6%ReducedHolders
Q3 20243,126$1.08M0.2%−34−1.1%ReducedHolders
Q2 20243,160$1.04M0.2%−74−2.3%ReducedHolders
Q1 20243,234$1.17M0.2%+36+1.1%AddedHolders
Q4 20233,198$957.9K0.2%+67+2.1%AddedHolders
Q3 20233,131$895.8K0.2%+91+3.0%AddedHolders
Q2 20233,040$853.0K0.2%+229+8.1%AddedHolders
Q1 20232,811$718.4K0.1%−2−0.1%ReducedHolders
Q4 20222,813$932.1K0.2%−470−14.3%ReducedHolders
Q3 20223,283$911.0K0.2%+65+2.0%AddedHolders
Q2 20223,218$848.0K0.2%+132+4.3%AddedHolders
Q1 20223,086$739.0K0.1%+64+2.1%AddedHolders
Q4 20213,022$694.0K0.1%+528+21.2%AddedHolders
Q3 20212,494$499.0K0.1%−302−10.8%ReducedHolders
Q2 20212,796$663.0K0.1%+160+6.1%AddedHolders
Q1 20212,636$637.0K0.1%––Holders

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