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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

VTR holding history

Ventas, 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.

VTR overviewAll 13F holders of VTRFull Q2 2026 holdings

Shares (Q2 2026)
10,257
Value
$916.2K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of VTR by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,257$916.2K0.1%+4,937+92.8%AddedHolders
Q1 20265,320$437.8K0.1%+896+20.3%AddedHolders
Q4 20254,424$342.3K0.1%+88+2.0%AddedHolders
Q3 20254,336$303.5K0.1%−873−16.8%ReducedHolders
Q2 20255,209$329.0K0.1%+15+0.3%AddedHolders
Q1 20255,194$357.2K0.1%+8+0.2%AddedHolders
Q4 20245,186$305.4K0.1%+172+3.4%AddedHolders
Q3 20245,014$321.6K<0.1%+811+19.3%AddedHolders
Q2 20244,203$215.5K<0.1%+4,203NewHolders
Q1 20240$00.0%−4,518−100.0%Sold outHolders
Q4 20234,518$225.2K<0.1%+4,518NewHolders
Q3 20230$00.0%−4,829−100.0%Sold outHolders
Q2 20234,829$228.3K<0.1%−22−0.5%ReducedHolders
Q1 20234,851$210.3K<0.1%−18−0.4%ReducedHolders
Q4 20224,869$219.3K<0.1%+4,869NewHolders
Q3 20220$00.0%−4,765−100.0%Sold outHolders
Q2 20224,765$245.0K0.1%+10+0.2%AddedHolders
Q1 20224,755$294.0K0.1%−69−1.4%ReducedHolders
Q4 20214,824$247.0K<0.1%−99−2.0%ReducedHolders
Q3 20214,923$272.0K0.1%−44−0.9%ReducedHolders
Q2 20214,967$284.0K0.1%+450+10.0%AddedHolders
Q1 20214,517$241.0K0.1%––Holders

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