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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

SPG holding history

Simon Property Group 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
2,065
Value
$461.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SPG by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,065$461.9K0.1%+167+8.8%AddedHolders
Q1 20261,898$354.0K<0.1%−145−7.1%ReducedHolders
Q4 20252,043$378.1K0.1%−100−4.7%ReducedHolders
Q3 20252,143$402.3K0.1%−453−17.4%ReducedHolders
Q2 20252,596$417.4K0.1%+50+2.0%AddedHolders
Q1 20252,546$422.8K0.1%+30+1.2%AddedHolders
Q4 20242,516$433.3K0.1%−6,140−70.9%ReducedHolders
Q3 20248,656$1.46M0.2%+173+2.0%AddedHolders
Q2 20248,483$1.29M0.2%+213+2.6%AddedHolders
Q1 20248,270$1.29M0.2%−2,932−26.2%ReducedHolders
Q4 202311,202$1.60M0.3%+1,209+12.1%AddedHolders
Q3 20239,993$1.08M0.2%−319−3.1%ReducedHolders
Q2 202310,312$1.19M0.2%+330+3.3%AddedHolders
Q1 20239,982$1.12M0.2%+122+1.2%AddedHolders
Q4 20229,860$1.16M0.2%+4,935+100.2%AddedHolders
Q3 20224,925$442.0K0.1%+418+9.3%AddedHolders
Q2 20224,507$428.0K0.1%+225+5.3%AddedHolders
Q1 20224,282$563.0K0.1%+592+16.0%AddedHolders
Q4 20213,690$590.0K0.1%−45−1.2%ReducedHolders
Q3 20213,735$485.0K0.1%+1,631+77.5%AddedHolders
Q2 20212,104$274.0K0.1%−4−0.2%ReducedHolders
Q1 20212,108$240.0K0.1%––Holders

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