Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

MORN holding history

Morningstar, 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.

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

Shares (Q2 2026): 2,345
Value: $365.9K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of MORN by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,345	$365.9K	0.1%	+505+27.4%	Added	Holders
Q1 2026	1,840	$311.0K	<0.1%	+136+8.0%	Added	Holders
Q4 2025	1,704	$370.3K	0.1%	+804+89.3%	Added	Holders
Q3 2025	900	$208.7K	<0.1%	+900	New	Holders