Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
UFPI holding history
Ufp Industries 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.
UFPI overviewAll 13F holders of UFPIFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,540
- Value
- $230.5K
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,540 | $230.5K | <0.1% | +2,540 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −2,192−100.0% | Sold out | Holders |
| Q2 2025 | 2,192 | $217.8K | <0.1% | −13−0.6% | Reduced | Holders |
| Q1 2025 | 2,205 | $236.0K | <0.1% | −153−6.5% | Reduced | Holders |
| Q4 2024 | 2,358 | $265.6K | 0.1% | −49−2.0% | Reduced | Holders |
| Q3 2024 | 2,407 | $315.9K | <0.1% | −45−1.8% | Reduced | Holders |
| Q2 2024 | 2,452 | $274.7K | <0.1% | −113−4.4% | Reduced | Holders |
| Q1 2024 | 2,565 | $315.6K | <0.1% | −3−0.1% | Reduced | Holders |
| Q4 2023 | 2,568 | $322.4K | 0.1% | −10−0.4% | Reduced | Holders |
| Q3 2023 | 2,578 | $264.1K | 0.1% | +2,578 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −3,075−100.0% | Sold out | Holders |
| Q1 2023 | 3,075 | $244.3K | 0.1% | +246+8.7% | Added | Holders |
| Q4 2022 | 2,829 | $224.2K | <0.1% | +2,829 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −3,371−100.0% | Sold out | Holders |
| Q2 2022 | 3,371 | $230.0K | 0.1% | −693−17.1% | Reduced | Holders |
| Q1 2022 | 4,064 | $314.0K | 0.1% | +134+3.4% | Added | Holders |
| Q4 2021 | 3,930 | $362.0K | 0.1% | +3+0.1% | Added | Holders |
| Q3 2021 | 3,927 | $267.0K | 0.1% | +529+15.6% | Added | Holders |
| Q2 2021 | 3,398 | $253.0K | 0.1% | +3,398 | New | Holders |