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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

MSCI holding history

MSCI 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.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
1,238
Value
$693.2K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of MSCI by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,238$693.2K0.1%−506−29.0%ReducedHolders
Q1 20261,744$939.8K0.1%−279−13.8%ReducedHolders
Q4 20252,023$1.16M0.2%−106−5.0%ReducedHolders
Q3 20252,129$1.21M0.2%−24−1.1%ReducedHolders
Q2 20252,153$1.24M0.2%−14−0.6%ReducedHolders
Q1 20252,167$1.23M0.2%−333−13.3%ReducedHolders
Q4 20242,500$1.50M0.3%−21−0.8%ReducedHolders
Q3 20242,521$1.47M0.2%+609+31.9%AddedHolders
Q2 20241,912$921.1K0.1%+1,390+266.3%AddedHolders
Q1 2024522$292.6K<0.1%+2+0.4%AddedHolders
Q4 2023520$294.2K0.1%+5+1.0%AddedHolders
Q3 2023515$264.3K0.1%+515NewHolders
Q2 20230$00.0%−473−100.0%Sold outHolders
Q1 2023473$264.8K0.1%+24+5.3%AddedHolders
Q4 2022449$208.9K<0.1%−31−6.5%ReducedHolders
Q3 2022480$202.0K0.1%+480NewHolders
Q2 20220$00.0%−452−100.0%Sold outHolders
Q1 2022452$227.0K<0.1%−758−62.6%ReducedHolders
Q4 20211,210$741.0K0.1%+20+1.7%AddedHolders
Q3 20211,190$724.0K0.1%+17+1.4%AddedHolders
Q2 20211,173$625.0K0.1%−119−9.2%ReducedHolders
Q1 20211,292$542.0K0.1%––Holders

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