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Disclosery

PRIVATE CLIENT SERVICES, LLC: COWG position timeline

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

PRIVATE CLIENT SERVICES, LLC held 32,470 COWG 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 32,470 shares
    Change vs previous 13F -3,834 shares

    0.35% of the 13F portfolio, value $1,294,904.

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

  2. period ended2026-06-30
    13F 36,304 shares
    Change vs previous 13F -6,728 shares

    0.38% of the 13F portfolio, value $1,457,475.

    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 43,032 shares
    Change vs previous 13F -88,629 shares

    0.43% of the 13F portfolio, value $1,451,852.

    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 131,661 shares
    Change vs previous 13F -13,253 shares

    1.45% of the 13F portfolio, value $4,635,784.

    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 144,914 shares
    Change vs previous 13F +126,914 shares

    1.76% of the 13F portfolio, value $5,260,378.

    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 18,000 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $631,980.

    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 18,000 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $554,220.

    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 18,000 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $576,720.

    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).