Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
UFPT holding history
Ufp Technologies 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.
UFPT overviewAll 13F holders of UFPTFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,386
- Value
- $367.5K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,386 | $367.5K | 0.1% | −248−15.2% | Reduced | Holders |
| Q1 2026 | 1,634 | $316.3K | <0.1% | +143+9.6% | Added | Holders |
| Q4 2025 | 1,491 | $331.0K | 0.1% | +328+28.2% | Added | Holders |
| Q3 2025 | 1,163 | $232.1K | <0.1% | +183+18.7% | Added | Holders |
| Q2 2025 | 980 | $239.3K | <0.1% | +980 | New | Holders |