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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

LKFN holding history

Lakeland Financial 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.

LKFN overviewAll 13F holders of LKFNFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of LKFN by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,859−100.0%Sold outHolders
Q1 20263,859$221.5K<0.1%+91+2.4%AddedHolders
Q4 20253,768$215.0K<0.1%−433−10.3%ReducedHolders
Q3 20254,201$269.7K<0.1%+254+6.4%AddedHolders
Q2 20253,947$242.5K<0.1%−206−5.0%ReducedHolders
Q1 20254,153$246.9K0.1%−192−4.4%ReducedHolders
Q4 20244,345$298.8K0.1%−219−4.8%ReducedHolders
Q3 20244,564$297.2K<0.1%+79+1.8%AddedHolders
Q2 20244,485$275.9K<0.1%−178−3.8%ReducedHolders
Q1 20244,663$309.3K<0.1%+129+2.8%AddedHolders
Q4 20234,534$295.5K0.1%+12+0.3%AddedHolders
Q3 20234,522$214.6K<0.1%+4,522NewHolders
Q2 20230$00.0%−3,800−100.0%Sold outHolders
Q1 20233,800$238.1K<0.1%−310−7.5%ReducedHolders
Q4 20224,110$299.9K0.1%+221+5.7%AddedHolders
Q3 20223,889$283.0K0.1%−100−2.5%ReducedHolders
Q2 20223,989$265.0K0.1%−38−0.9%ReducedHolders
Q1 20224,027$294.0K0.1%+157+4.1%AddedHolders
Q4 20213,870$310.0K0.1%−42−1.1%ReducedHolders
Q3 20213,912$279.0K0.1%+242+6.6%AddedHolders
Q2 20213,670$226.0K<0.1%+41+1.1%AddedHolders
Q1 20213,629$251.0K0.1%––Holders

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