Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

LOB holding history

Live Oak Bancshares, 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.

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

Shares (Q2 2026): 8,368
Value: $341.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of LOB by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,368	$341.7K	<0.1%	−238−2.8%	Reduced	Holders
Q1 2026	8,606	$284.6K	<0.1%	+1,843+27.3%	Added	Holders
Q4 2025	6,763	$232.3K	<0.1%	+6,763	New	Holders