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Disclosery

PRIVATE CLIENT SERVICES, LLC: EXEL position timeline

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

PRIVATE CLIENT SERVICES, LLC held 28,539 EXEL 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 28,539 shares
    Change vs previous 13F +209 shares

    0.45% of the 13F portfolio, value $1,666,963.

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

  2. period ended2026-06-30
    13F 28,330 shares
    Change vs previous 13F -19,576 shares

    0.4% of the 13F portfolio, value $1,541,435.

    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 47,906 shares
    Change vs previous 13F +2,455 shares

    0.61% of the 13F portfolio, value $2,054,688.

    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 45,451 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,992,117.

    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).