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Disclosery

PRIVATE CLIENT SERVICES, LLC: CVSA position timeline

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

PRIVATE CLIENT SERVICES, LLC held 5,964 CVSA 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 5,964 shares
    Change vs previous 13F +459 shares

    0.2% of the 13F portfolio, value $728,801.

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

  2. period ended2026-06-30
    13F 5,505 shares
    Change vs previous 13F -447 shares

    0.18% of the 13F portfolio, value $686,253.

    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 5,952 shares
    Change vs previous 13F +1,587 shares

    0.21% of the 13F portfolio, value $685,968.

    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 4,365 shares
    Change vs previous 13F -512 shares

    0.14% of the 13F portfolio, value $451,647.

    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 4,877 shares
    Change vs previous 13F +678 shares

    0.25% of the 13F portfolio, value $753,253.

    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 4,199 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $534,239.

    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).