Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

STT holding history

State Street Corp 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.

STT overview All 13F holders of STT Full Q2 2026 holdings

Shares (Q2 2026): 1,399
Value: $237.3K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2023

Holdings of STT by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,399	$237.3K	<0.1%	+1,399	New	Holders
Q2 2023	0	$0	0.0%	−2,682−100.0%	Sold out	Holders
Q1 2023	2,682	$203.0K	<0.1%	+2,682	New	Holders