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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

ESQ holding history

Esquire Financial Holdings, 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.

ESQ overviewAll 13F holders of ESQFull Q2 2026 holdings

Shares (Q2 2026)
2,121
Value
$252.7K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of ESQ by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,121$252.7K<0.1%−14−0.7%ReducedHolders
Q1 20262,135$229.5K<0.1%+2,135NewHolders