Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
PATK holding history
Patrick Industries 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.
PATK overviewAll 13F holders of PATKFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,889
- Value
- $259.4K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,889 | $259.4K | <0.1% | +215+8.0% | Added | Holders |
| Q1 2026 | 2,674 | $297.0K | <0.1% | −316−10.6% | Reduced | Holders |
| Q4 2025 | 2,990 | $324.2K | 0.1% | −43−1.4% | Reduced | Holders |
| Q3 2025 | 3,033 | $313.7K | 0.1% | +10.0% | Added | Holders |
| Q2 2025 | 3,032 | $279.8K | 0.1% | +3,032 | New | Holders |