Skip to content
Disclosery

PRIVATE CLIENT SERVICES, LLC: FPE position timeline

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

PRIVATE CLIENT SERVICES, LLC held 0 FPE shares at 2026-03-31 per its 13F-HR filed 2026-04-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -115,119 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 115,119 shares
    Change vs previous 13F +26,957 shares

    0.66% of the 13F portfolio, value $2,097,468.

    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).

  3. period ended2025-09-30
    13F 88,162 shares
    Change vs previous 13F -84,428 shares

    0.54% of the 13F portfolio, value $1,608,075.

    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).

  4. period ended2025-06-30
    13F 172,590 shares
    Change vs previous 13F -8,491 shares

    1.2% of the 13F portfolio, value $3,072,102.

    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).

  5. period ended2025-03-31
    13F 181,081 shares
    Change vs previous 13F +317 shares

    1.58% of the 13F portfolio, value $3,185,215.

    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).

  6. period ended2024-12-31
    13F 180,764 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $3,199,523.

    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).