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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

CPK holding history

Chesapeake Utilities 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.

CPK overviewAll 13F holders of CPKFull Q2 2026 holdings

Shares (Q2 2026)
1,850
Value
$228.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CPK by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,850$228.0K<0.1%−1−0.1%ReducedHolders
Q1 20261,851$235.2K<0.1%−56−2.9%ReducedHolders
Q4 20251,907$237.9K<0.1%−102−5.1%ReducedHolders
Q3 20252,009$270.5K<0.1%00.0%UnchangedHolders
Q2 20252,009$241.5K<0.1%−13−0.6%ReducedHolders
Q1 20252,022$259.6K0.1%−160−7.3%ReducedHolders
Q4 20242,182$264.8K0.1%−38−1.7%ReducedHolders
Q3 20242,220$275.6K<0.1%+31+1.4%AddedHolders
Q2 20242,189$232.5K<0.1%−102−4.5%ReducedHolders
Q1 20242,291$245.9K<0.1%+46+2.0%AddedHolders
Q4 20232,245$237.2K<0.1%+14+0.6%AddedHolders
Q3 20232,231$218.1K<0.1%+36+1.6%AddedHolders
Q2 20232,195$261.2K0.1%+36+1.7%AddedHolders
Q1 20232,159$276.3K0.1%+69+3.3%AddedHolders
Q4 20222,090$247.0K0.1%+144+7.4%AddedHolders
Q3 20221,946$225.0K0.1%−36−1.8%ReducedHolders
Q2 20221,982$257.0K0.1%−19−0.9%ReducedHolders
Q1 20222,001$276.0K0.1%+82+4.3%AddedHolders
Q4 20211,919$280.0K0.1%−23−1.2%ReducedHolders
Q3 20211,942$233.0K<0.1%+120+6.6%AddedHolders
Q2 20211,822$219.0K<0.1%+17+0.9%AddedHolders
Q1 20211,805$210.0K<0.1%––Holders

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