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Disclosery

PRIVATE CLIENT SERVICES, LLC: FIX position timeline

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

PRIVATE CLIENT SERVICES, LLC held 359 FIX 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 359 shares
    Change vs previous 13F -278 shares

    0.16% of the 13F portfolio, value $594,621.

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

  2. period ended2026-06-30
    13F 637 shares
    Change vs previous 13F -1,485 shares

    0.33% of the 13F portfolio, value $1,263,329.

    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 2,122 shares
    Change vs previous 13F -448 shares

    0.88% of the 13F portfolio, value $2,926,722.

    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 2,570 shares
    Change vs previous 13F -161 shares

    0.75% of the 13F portfolio, value $2,398,841.

    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 2,731 shares
    Change vs previous 13F +2,354 shares

    0.75% of the 13F portfolio, value $2,253,756.

    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 377 shares
    Change vs previous 13F -1,515 shares

    0.08% of the 13F portfolio, value $202,228.

    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 1,892 shares
    Change vs previous 13F -3,007 shares

    0.3% of the 13F portfolio, value $609,858.

    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 4,899 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,077,424.

    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).