Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
INTA holding history
Intapp, 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.
INTA overviewAll 13F holders of INTAFull Q2 2026 holdings
- Shares (Q2 2026)
- 8,722
- Value
- $219.9K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,722 | $219.9K | <0.1% | −1,837−17.4% | Reduced | Holders |
| Q1 2026 | 10,559 | $271.3K | <0.1% | +858+8.8% | Added | Holders |
| Q4 2025 | 9,701 | $444.5K | 0.1% | +3,412+54.3% | Added | Holders |
| Q3 2025 | 6,289 | $257.2K | <0.1% | +6,289 | New | Holders |