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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

PWR holding history

Quanta Services, 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.

PWR overviewAll 13F holders of PWRFull Q2 2026 holdings

Shares (Q2 2026)
436
Value
$313.6K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2021
Holdings of PWR by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026436$313.6K<0.1%+436NewHolders
Q4 20210$00.0%−7,326−100.0%Sold outHolders
Q3 20217,326$834.0K0.2%−30−0.4%ReducedHolders
Q2 20217,356$666.0K0.1%+481+7.0%AddedHolders
Q1 20216,875$605.0K0.1%––Holders

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