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PRIVATE CLIENT SERVICES, LLC: FVD position timeline

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

PRIVATE CLIENT SERVICES, LLC held 16,108 FVD 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 16,108 shares
    Change vs previous 13F +324 shares

    0.2% of the 13F portfolio, value $755,638.

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

  2. period ended2026-06-30
    13F 15,784 shares
    Change vs previous 13F +268 shares

    0.2% of the 13F portfolio, value $760,455.

    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 15,516 shares
    Change vs previous 13F +5,378 shares

    0.22% of the 13F portfolio, value $729,700.

    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 10,138 shares
    Change vs previous 13F -130 shares

    0.15% of the 13F portfolio, value $467,159.

    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 10,268 shares
    Change vs previous 13F -1,460 shares

    0.16% of the 13F portfolio, value $474,792.

    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 11,728 shares
    Change vs previous 13F -326 shares

    0.2% of the 13F portfolio, value $524,242.

    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 12,054 shares
    Change vs previous 13F -108 shares

    0.27% of the 13F portfolio, value $537,476.

    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 12,162 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $530,738.

    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).