My Personal CFO, LLC quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, My Personal CFO, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1916366): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Alliance Wealth Advisors, LLC | United States | $0.228B | 159 |
| Chris Bulman Inc | United States | $0.228B | 150 |
| Conrad N. Hilton Foundation | United States | $0.228B | 2 |
| Allie Family Office LLC | United States | $0.228B | 103 |
| SHELTON WEALTH MANAGEMENT, LLC | United States | $0.229B | 137 |
| Financial Planning Navigators CORP | United States | $0.228B | 51 |
| UNION SAVINGS BANK | United States | $0.228B | 408 |
| FCG Investment Co | United States | $0.228B | 100 |
| EAGLE WEALTH STRATEGIES LLC | United States | $0.228B | 114 |
| Hippocratic Financial Advisors, LLC | United States | $0.228B | 33 |