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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
8,533
Value
$4.81M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of META by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,533$4.81M0.7%+1,141+15.4%AddedHolders
Q1 20267,392$4.23M0.6%+726+10.9%AddedHolders
Q4 20256,666$4.40M0.7%+510+8.3%AddedHolders
Q3 20256,156$4.52M0.8%+328+5.6%AddedHolders
Q2 20255,828$4.30M0.8%+367+6.7%AddedHolders
Q1 20255,461$3.15M0.6%+359+7.0%AddedHolders
Q4 20245,102$2.99M0.6%+220+4.5%AddedHolders
Q3 20244,882$2.79M0.4%+140+3.0%AddedHolders
Q2 20244,742$2.39M0.4%+308+6.9%AddedHolders
Q1 20244,434$2.15M0.3%−1,439−24.5%ReducedHolders
Q4 20235,873$2.08M0.4%+982+20.1%AddedHolders
Q3 20234,891$1.47M0.3%−536−9.9%ReducedHolders
Q2 20235,427$1.56M0.3%−90−1.6%ReducedHolders
Q1 20235,517$1.17M0.2%+1,307+31.0%AddedHolders
Q4 20224,210$507.0K0.1%−8,026−65.6%ReducedHolders
Q3 202212,236$1.66M0.4%−76−0.6%ReducedHolders
Q2 202212,312$1.99M0.5%−361−2.8%ReducedHolders
Q1 202212,673$2.82M0.6%+774+6.5%AddedHolders
Q4 202111,899$4.00M0.7%−2,327−16.4%ReducedHolders
Q3 202114,226$4.83M1.0%+474+3.4%AddedHolders
Q2 202113,752$4.78M1.0%−649−4.5%ReducedHolders
Q1 202114,401$4.24M0.9%––Holders

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