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PRIVATE CLIENT SERVICES, LLC: COWZ position timeline

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

PRIVATE CLIENT SERVICES, LLC held 22,053 COWZ 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 22,053 shares
    Change vs previous 13F +3,382 shares

    0.4% of the 13F portfolio, value $1,472,258.

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

  2. period ended2026-06-30
    13F 18,671 shares
    Change vs previous 13F -5,457 shares

    0.3% of the 13F portfolio, value $1,161,336.

    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 24,128 shares
    Change vs previous 13F +844 shares

    0.45% of the 13F portfolio, value $1,509,448.

    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 23,284 shares
    Change vs previous 13F -23,891 shares

    0.44% of the 13F portfolio, value $1,400,998.

    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 47,175 shares
    Change vs previous 13F -41,215 shares

    0.91% of the 13F portfolio, value $2,711,147.

    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 88,390 shares
    Change vs previous 13F -5,485 shares

    1.9% of the 13F portfolio, value $4,870,289.

    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 93,875 shares
    Change vs previous 13F +29,144 shares

    2.54% of the 13F portfolio, value $5,140,584.

    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 64,731 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $3,656,007.

    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).