Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
UMH holding history
Umh Properties, 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.
UMH overviewAll 13F holders of UMHFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 18
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −10,564−100.0% | Sold out | Holders |
| Q3 2025 | 10,564 | $156.9K | <0.1% | −5,135−32.7% | Reduced | Holders |
| Q2 2025 | 15,699 | $263.6K | <0.1% | +62+0.4% | Added | Holders |
| Q1 2025 | 15,637 | $292.4K | 0.1% | −1,057−6.3% | Reduced | Holders |
| Q4 2024 | 16,694 | $315.2K | 0.1% | −748−4.3% | Reduced | Holders |
| Q3 2024 | 17,442 | $343.1K | <0.1% | +2,464+16.5% | Added | Holders |
| Q2 2024 | 14,978 | $239.5K | <0.1% | −279−1.8% | Reduced | Holders |
| Q1 2024 | 15,257 | $247.8K | <0.1% | −50−0.3% | Reduced | Holders |
| Q4 2023 | 15,307 | $234.5K | <0.1% | +231+1.5% | Added | Holders |
| Q3 2023 | 15,076 | $211.4K | <0.1% | +292+2.0% | Added | Holders |
| Q2 2023 | 14,784 | $236.2K | <0.1% | +314+2.2% | Added | Holders |
| Q1 2023 | 14,470 | $214.0K | <0.1% | +2,811+24.1% | Added | Holders |
| Q4 2022 | 11,659 | $187.7K | <0.1% | +745+6.8% | Added | Holders |
| Q3 2022 | 10,914 | $176.0K | <0.1% | −21−0.2% | Reduced | Holders |
| Q2 2022 | 10,935 | $193.0K | <0.1% | −270−2.4% | Reduced | Holders |
| Q1 2022 | 11,205 | $276.0K | 0.1% | +469+4.4% | Added | Holders |
| Q4 2021 | 10,736 | $293.0K | 0.1% | −78−0.7% | Reduced | Holders |
| Q3 2021 | 10,814 | $248.0K | 0.1% | +711+7.0% | Added | Holders |
| Q2 2021 | 10,103 | $220.0K | <0.1% | +10,103 | New | Holders |