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Disclosery

PRIVATE CLIENT SERVICES, LLC: CART position timeline

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

PRIVATE CLIENT SERVICES, LLC held 21,698 CART 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 21,698 shares
    Change vs previous 13F +1,473 shares

    0.25% of the 13F portfolio, value $935,618.

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

  2. period ended2026-06-30
    13F 20,225 shares
    Change vs previous 13F -1,448 shares

    0.25% of the 13F portfolio, value $957,654.

    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 21,673 shares
    Change vs previous 13F +3,261 shares

    0.24% of the 13F portfolio, value $811,871.

    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 18,412 shares
    Change vs previous 13F -22,319 shares

    0.26% of the 13F portfolio, value $828,172.

    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 40,731 shares
    Change vs previous 13F +167 shares

    0.5% of the 13F portfolio, value $1,497,272.

    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 40,564 shares
    Change vs previous 13F -1,185 shares

    0.71% of the 13F portfolio, value $1,835,115.

    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 41,749 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,665,368.

    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).