Skip to main content

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

SNA holding history

Snap-on 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.

SNA overviewAll 13F holders of SNAFull Q2 2026 holdings

Shares (Q2 2026)
505
Value
$203.3K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of SNA by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026505$203.3K<0.1%+505NewHolders
Q1 20260$00.0%−663−100.0%Sold outHolders
Q4 2025663$228.6K<0.1%−33−4.7%ReducedHolders
Q3 2025696$241.3K<0.1%−34−4.7%ReducedHolders
Q2 2025730$227.2K<0.1%−7−0.9%ReducedHolders
Q1 2025737$248.4K0.1%+14+1.9%AddedHolders
Q4 2024723$245.5K<0.1%+723NewHolders
Q1 20240$00.0%−1,241−100.0%Sold outHolders
Q4 20231,241$358.6K0.1%+226+22.3%AddedHolders
Q3 20231,015$259.0K0.1%−14−1.4%ReducedHolders
Q2 20231,029$296.6K0.1%−50−4.6%ReducedHolders
Q1 20231,079$266.3K0.1%+81+8.1%AddedHolders
Q4 2022998$228.1K<0.1%−2,582−72.1%ReducedHolders
Q3 20223,580$721.0K0.2%+582+19.4%AddedHolders
Q2 20222,998$591.0K0.1%−599−16.7%ReducedHolders
Q1 20223,597$739.0K0.1%+866+31.7%AddedHolders
Q4 20212,731$588.0K0.1%+2,731NewHolders