PERSONAL CFO SOLUTIONS, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Chester, NJ
CIK
0001677501
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 414 398,140 13F-HR 11/1/2022 000143774922025305 PERSONAL CFO SOLUTIONS, LLC
Q2 2022 430 426,378 13F-HR 8/5/2022 000143774922019034 PERSONAL CFO SOLUTIONS, LLC
Q1 2022 472 507,068 13F-HR 5/2/2022 000143774922010380 PERSONAL CFO SOLUTIONS, LLC
Q4 2021 476 534,206 13F-HR 2/11/2022 000143774922003077 PERSONAL CFO SOLUTIONS, LLC
Q3 2021 453 487,982 13F-HR 11/18/2021 000143774921027041 PERSONAL CFO SOLUTIONS, LLC
Q2 2021 439 488,324 13F-HR 7/22/2021 000143774921017337 PERSONAL CFO SOLUTIONS, LLC
Q1 2021 407 462,594 13F-HR 4/21/2021 000143774921009456 PERSONAL CFO SOLUTIONS, LLC
Q4 2020 373 404,092 13F-HR 2/9/2021 000143774921002298 PERSONAL CFO SOLUTIONS, LLC
Q3 2020 331 300 13F-HR 11/2/2020 000143774920022245 PERSONAL CFO SOLUTIONS, LLC
Q2 2020 313 337,905 13F-HR 8/3/2020 000143774920016224 PERSONAL CFO SOLUTIONS, LLC
Q1 2020 275 278,438 13F-HR 4/30/2020 000143774920008916 PERSONAL CFO SOLUTIONS, LLC
Q4 2019 343 349,126 13F-HR 2/13/2020 000143774920002567 PERSONAL CFO SOLUTIONS, LLC
Q3 2019 287 251,051 13F-HR 11/13/2019 000139834419020154 PERSONAL CFO SOLUTIONS, LLC