Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

EPD holding history

Enterprise Products Partners L.P. 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.

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

Shares (Q2 2026): 18,855
Value: $693.1K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of EPD by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,855	$693.1K	0.1%	+21+0.1%	Added	Holders
Q1 2026	18,834	$712.7K	0.1%	+23+0.1%	Added	Holders
Q4 2025	18,811	$603.1K	0.1%	+25+0.1%	Added	Holders
Q3 2025	18,786	$587.5K	0.1%	−938−4.8%	Reduced	Holders
Q2 2025	19,724	$611.6K	0.1%	−1,776−8.3%	Reduced	Holders
Q1 2025	21,500	$734.0K	0.1%	+160+0.7%	Added	Holders
Q4 2024	21,340	$669.2K	0.1%	−270−1.2%	Reduced	Holders
Q3 2024	21,610	$629.1K	0.1%	+24+0.1%	Added	Holders
Q2 2024	21,586	$625.6K	0.1%	+24+0.1%	Added	Holders
Q1 2024	21,562	$629.2K	0.1%	+24+0.1%	Added	Holders
Q4 2023	21,538	$567.5K	0.1%	+24+0.1%	Added	Holders
Q3 2023	21,514	$588.8K	0.1%	−5,753−21.1%	Reduced	Holders
Q2 2023	27,267	$718.5K	0.1%	+578+2.2%	Added	Holders
Q1 2023	26,689	$691.3K	0.1%	+1,276+5.0%	Added	Holders
Q4 2022	25,413	$613.0K	0.1%	−2,739−9.7%	Reduced	Holders
Q3 2022	28,152	$669.0K	0.2%	−1,980−6.6%	Reduced	Holders
Q2 2022	30,132	$734.0K	0.2%	+3,388+12.7%	Added	Holders
Q1 2022	26,744	$690.0K	0.1%	+6,062+29.3%	Added	Holders
Q4 2021	20,682	$454.0K	0.1%	+2,506+13.8%	Added	Holders
Q3 2021	18,176	$393.0K	0.1%	+4,208+30.1%	Added	Holders
Q2 2021	13,968	$337.0K	0.1%	+19+0.1%	Added	Holders
Q1 2021	13,949	$307.0K	0.1%	–	–	Holders

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