Skip to content
Disclosery

PRIVATE CLIENT SERVICES, LLC: D position timeline

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

PRIVATE CLIENT SERVICES, LLC held 6,610 D 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 6,610 shares
    Change vs previous 13F -67 shares

    0.11% of the 13F portfolio, value $400,047.

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

  2. period ended2026-06-30
    13F 6,677 shares
    Change vs previous 13F +862 shares

    0.12% of the 13F portfolio, value $455,969.

    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 5,815 shares
    Change vs previous 13F -281 shares

    0.11% of the 13F portfolio, value $359,484.

    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 6,096 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $357,141.

    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 6,093 shares
    Change vs previous 13F -141 shares

    0.12% of the 13F portfolio, value $372,708.

    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 6,234 shares
    Change vs previous 13F +188 shares

    0.14% of the 13F portfolio, value $352,358.

    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 6,046 shares
    Change vs previous 13F -48 shares

    0.17% of the 13F portfolio, value $339,010.

    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 6,094 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $328,205.

    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).