Position in PLBC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$247,084
+$40,674 QoQ
Shares Held
4,228
0.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#58
of 104 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026My Personal CFO, LLC holds $247,084 across 1 Banks - Regional name. PLBC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLBC |
Plumas Bancorp
This page
|
4,228 | $247,084 |
All Filings in PLBC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,084 | 4,228 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $206,410 | 4,228 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||