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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

FSV holding history

FirstService 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.

FSV overviewAll 13F holders of FSVFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2024
Holdings of FSV by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,445−100.0%Sold outHolders
Q1 20261,445$201.1K<0.1%−156−9.7%ReducedHolders
Q4 20251,601$249.1K<0.1%+208+14.9%AddedHolders
Q3 20251,393$265.4K<0.1%−214−13.3%ReducedHolders
Q2 20251,607$280.7K0.1%+9+0.6%AddedHolders
Q1 20251,598$265.2K0.1%−67−4.0%ReducedHolders
Q4 20241,665$301.4K0.1%−103−5.8%ReducedHolders
Q3 20241,768$322.6K<0.1%+1,768NewHolders