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Disclosery

PRIVATE CLIENT SERVICES, LLC: GEV position timeline

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

PRIVATE CLIENT SERVICES, LLC held 605 GEV 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 605 shares
    Change vs previous 13F +21 shares

    0.15% of the 13F portfolio, value $575,238.

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

  2. period ended2026-06-30
    13F 584 shares
    Change vs previous 13F +202 shares

    0.18% of the 13F portfolio, value $686,318.

    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 382 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $333,561.

    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 371 shares
    Change vs previous 13F +14 shares

    0.08% of the 13F portfolio, value $242,528.

    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 357 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $219,553.

    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).