Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

MO holding history

Altria Group, 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.

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

Shares (Q2 2026): 35,907
Value: $2.62M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of MO by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,907	$2.62M	0.4%	−198−0.5%	Reduced	Holders
Q1 2026	36,105	$2.42M	0.3%	−11,188−23.7%	Reduced	Holders
Q4 2025	47,293	$2.73M	0.4%	−337−0.7%	Reduced	Holders
Q3 2025	47,630	$3.15M	0.6%	−269−0.6%	Reduced	Holders
Q2 2025	47,899	$2.81M	0.5%	−922−1.9%	Reduced	Holders
Q1 2025	48,821	$2.93M	0.6%	+611+1.3%	Added	Holders
Q4 2024	48,210	$2.52M	0.5%	−1,756−3.5%	Reduced	Holders
Q3 2024	49,966	$2.55M	0.4%	+2,921+6.2%	Added	Holders
Q2 2024	47,045	$2.14M	0.3%	+3,592+8.3%	Added	Holders
Q1 2024	43,453	$1.90M	0.3%	+17,289+66.1%	Added	Holders
Q4 2023	26,164	$1.06M	0.2%	+5,917+29.2%	Added	Holders
Q3 2023	20,247	$851.4K	0.2%	+46+0.2%	Added	Holders
Q2 2023	20,201	$915.1K	0.2%	+2,558+14.5%	Added	Holders
Q1 2023	17,643	$787.2K	0.2%	−104−0.6%	Reduced	Holders
Q4 2022	17,747	$811.2K	0.2%	+1,471+9.0%	Added	Holders
Q3 2022	16,276	$657.0K	0.2%	+181+1.1%	Added	Holders
Q2 2022	16,095	$672.0K	0.2%	+24+0.1%	Added	Holders
Q1 2022	16,071	$840.0K	0.2%	−456−2.8%	Reduced	Holders
Q4 2021	16,527	$783.0K	0.1%	−2,742−14.2%	Reduced	Holders
Q3 2021	19,269	$877.0K	0.2%	−334−1.7%	Reduced	Holders
Q2 2021	19,603	$935.0K	0.2%	−670−3.3%	Reduced	Holders
Q1 2021	20,273	$1.04M	0.2%	–	–	Holders

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