Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

XRX holding history

Xerox Holdings 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.

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

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of XRX by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−24,651−100.0%	Sold out	Holders
Q3 2021	24,651	$497.0K	0.1%	−447−1.8%	Reduced	Holders
Q2 2021	25,098	$590.0K	0.1%	+1,489+6.3%	Added	Holders
Q1 2021	23,609	$573.0K	0.1%	–	–	Holders

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