PERSONAL CFO SOLUTIONS, LLC
Position in IBP — Installed Building Products, Inc.
CIK 1677501
CHESTER, NJ
Position in IBP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$280,174
-$46,490 QoQ
Shares Held
1,219
-1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#279
of 424 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in IBP Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,954,150 across 5 Residential Construction names. IBP ranks #3 (14.3% of the industry book) .
All Filings in IBP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,174 | 1,219 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $326,664 | 1,232 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $291,554 | 1,124 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $324,111 | 1,314 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $201,778 | 1,119 | Shares | Defined | 2025-08-12 | |
| 2024-03-31 | $236,737 | 915 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||