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Disclosery

PRIVATE CLIENT SERVICES, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIVATE CLIENT SERVICES, LLC on AGG, newest first. How the timeline and the estimate are built.

PRIVATE CLIENT SERVICES, LLC held 81,544 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 81,544 shares
    Change vs previous 13F +4,199 shares

    2.07% of the 13F portfolio, value $7,709,178.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 77,345 shares
    Change vs previous 13F +626 shares

    2.01% of the 13F portfolio, value $7,655,604.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 76,719 shares
    Change vs previous 13F -833 shares

    2.28% of the 13F portfolio, value $7,615,906.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 77,552 shares
    Change vs previous 13F +8,518 shares

    2.42% of the 13F portfolio, value $7,745,918.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 69,034 shares
    Change vs previous 13F +30,982 shares

    2.32% of the 13F portfolio, value $6,920,631.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 38,052 shares
    Change vs previous 13F +15,441 shares

    1.47% of the 13F portfolio, value $3,774,738.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 22,611 shares
    Change vs previous 13F +7,308 shares

    1.11% of the 13F portfolio, value $2,236,679.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 15,303 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,482,900.

    13F-HR 0001457005-25-000002 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).