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Disclosery

PRIVATE CLIENT SERVICES, LLC: FTA position timeline

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

PRIVATE CLIENT SERVICES, LLC held 3,021 FTA 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 3,021 shares
    Change vs previous 13F -465 shares

    0.08% of the 13F portfolio, value $287,904.

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

  2. period ended2026-06-30
    13F 3,486 shares
    Change vs previous 13F -43 shares

    0.09% of the 13F portfolio, value $337,440.

    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 3,529 shares
    Change vs previous 13F -131 shares

    0.1% of the 13F portfolio, value $325,903.

    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 3,660 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $315,301.

    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 3,660 shares
    Change vs previous 13F -118 shares

    0.1% of the 13F portfolio, value $304,974.

    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 3,778 shares
    Change vs previous 13F -147 shares

    0.12% of the 13F portfolio, value $297,064.

    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 3,925 shares
    Change vs previous 13F -1,554 shares

    0.15% of the 13F portfolio, value $301,126.

    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 5,479 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $418,924.

    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).