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Disclosery

PRIVATE CLIENT SERVICES, LLC: ESGU position timeline

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

PRIVATE CLIENT SERVICES, LLC held 2,371 ESGU 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 2,371 shares
    Change vs previous 13F -7 shares

    0.11% of the 13F portfolio, value $395,501.

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

  2. period ended2026-06-30
    13F 2,378 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $389,215.

    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 2,377 shares
    Change vs previous 13F -2 shares

    0.1% of the 13F portfolio, value $336,188.

    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 2,379 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $354,385.

    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 2,375 shares
    Change vs previous 13F -67 shares

    0.12% of the 13F portfolio, value $345,747.

    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 2,442 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $330,402.

    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 2,434 shares
    Change vs previous 13F -19 shares

    0.15% of the 13F portfolio, value $296,673.

    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 2,453 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $315,968.

    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).