Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
PIPR holding history
Piper Sandler Companies 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.
PIPR overviewAll 13F holders of PIPRFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,582
- Value
- $403.8K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,582 | $403.8K | 0.1% | −8−0.1% | Reduced | Holders |
| Q1 2026 | 5,590 | $427.9K | 0.1% | +1,066+23.6% | AddedConverted for a 4-for-1 split | Holders |
| Q4 2025 | 1,131 | $384.3K | 0.1% | +205+22.1% | Added | Holders |
| Q3 2025 | 926 | $321.3K | 0.1% | +146+18.7% | Added | Holders |
| Q2 2025 | 780 | $216.7K | <0.1% | +780 | New | Holders |