Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CP holding history

Canadian Pacific Kansas City Ltd 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.

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

Shares (Q2 2026): 14,833
Value: $1.29M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CP by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,833	$1.29M	0.2%	−837−5.3%	Reduced	Holders
Q1 2026	15,670	$1.24M	0.2%	+921+6.2%	Added	Holders
Q4 2025	14,749	$1.09M	0.2%	−206−1.4%	Reduced	Holders
Q3 2025	14,955	$1.11M	0.2%	+79+0.5%	Added	Holders
Q2 2025	14,876	$1.18M	0.2%	−232−1.5%	Reduced	Holders
Q1 2025	15,108	$1.06M	0.2%	−2,206−12.7%	Reduced	Holders
Q4 2024	17,314	$1.25M	0.2%	−3,244−15.8%	Reduced	Holders
Q3 2024	20,558	$1.76M	0.2%	−550−2.6%	Reduced	Holders
Q2 2024	21,108	$1.66M	0.3%	−2,520−10.7%	Reduced	Holders
Q1 2024	23,628	$2.08M	0.3%	+706+3.1%	Added	Holders
Q4 2023	22,922	$1.81M	0.3%	−1,838−7.4%	Reduced	Holders
Q3 2023	24,760	$1.84M	0.4%	+6,588+36.3%	Added	Holders
Q2 2023	18,172	$1.47M	0.3%	+802+4.6%	Added	Holders
Q1 2023	17,370	$1.34M	0.3%	−1,126−6.1%	Reduced	Holders
Q4 2022	18,496	$1.38M	0.3%	−444−2.3%	Reduced	Holders
Q3 2022	18,940	$1.26M	0.3%	−940−4.7%	Reduced	Holders
Q2 2022	19,880	$1.39M	0.3%	−369−1.8%	Reduced	Holders
Q1 2022	20,249	$1.67M	0.3%	+369+1.9%	Added	Holders
Q4 2021	19,880	$1.43M	0.3%	+186+0.9%	Added	Holders
Q3 2021	19,694	$1.28M	0.3%	+707+3.7%	Added	Holders
Q2 2021	18,987	$1.46M	0.3%	−1,138−5.7%	ReducedConverted for a 5-for-1 split	Holders
Q1 2021	4,025	$1.53M	0.3%	–	–	Holders

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