Skip to main content

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

NSP holding history

Insperity, 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.

NSP overviewAll 13F holders of NSPFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2022
Holdings of NSP by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,507−100.0%Sold outHolders
Q3 20242,507$220.6K<0.1%−139−5.3%ReducedHolders
Q2 20242,646$241.4K<0.1%−133−4.8%ReducedHolders
Q1 20242,779$304.7K<0.1%−627−18.4%ReducedHolders
Q4 20233,406$399.4K0.1%+169+5.2%AddedHolders
Q3 20233,237$316.0K0.1%+227+7.5%AddedHolders
Q2 20233,010$358.1K0.1%+314+11.6%AddedHolders
Q1 20232,696$327.7K0.1%+8+0.3%AddedHolders
Q4 20222,688$305.4K0.1%−104−3.7%ReducedHolders
Q3 20222,792$285.0K0.1%−20−0.7%ReducedHolders
Q2 20222,812$281.0K0.1%−199−6.6%ReducedHolders
Q1 20223,011$302.0K0.1%+3,011NewHolders