PERSONAL CFO SOLUTIONS, LLC

All 13F Filings

Location
Chester, NJ
CIK
0001677501
All SEC filings
View on sec.gov
Filing ID Quarter Holdings Value ($000) Form Type Date Filed Name
000143774921027041 Q3 2021 453 487,982 13F-HR 11/18/2021 PERSONAL CFO SOLUTIONS, LLC
000143774921017337 Q2 2021 439 488,324 13F-HR 7/22/2021 PERSONAL CFO SOLUTIONS, LLC
000143774921009456 Q1 2021 407 462,594 13F-HR 4/21/2021 PERSONAL CFO SOLUTIONS, LLC
000143774921002298 Q4 2020 373 404,092 13F-HR 2/9/2021 PERSONAL CFO SOLUTIONS, LLC
000143774920022245 Q3 2020 331 300 13F-HR 11/2/2020 PERSONAL CFO SOLUTIONS, LLC
000143774920016224 Q2 2020 313 337,905 13F-HR 8/3/2020 PERSONAL CFO SOLUTIONS, LLC
000143774920008916 Q1 2020 275 278,438 13F-HR 4/30/2020 PERSONAL CFO SOLUTIONS, LLC
000143774920002567 Q4 2019 343 349,126 13F-HR 2/13/2020 PERSONAL CFO SOLUTIONS, LLC
000139834419020154 Q3 2019 287 251,051 13F-HR 11/13/2019 PERSONAL CFO SOLUTIONS, LLC