Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CTRE holding history

CareTrust REIT, 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.

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

Shares (Q2 2026): 6,857
Value: $279.4K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CTRE by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,857	$279.4K	<0.1%	+144+2.1%	Added	Holders
Q1 2026	6,713	$248.7K	<0.1%	−386−5.4%	Reduced	Holders
Q4 2025	7,099	$256.7K	<0.1%	+558+8.5%	Added	Holders
Q3 2025	6,541	$226.8K	<0.1%	+6,541	New	Holders