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Disclosery

PRIVATE CLIENT SERVICES, LLC: HTRB position timeline

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

PRIVATE CLIENT SERVICES, LLC held 264,447 HTRB 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 264,447 shares
    Change vs previous 13F +15,742 shares

    2.28% of the 13F portfolio, value $8,475,511.

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

  2. period ended2026-06-30
    13F 248,705 shares
    Change vs previous 13F +9 shares

    2.2% of the 13F portfolio, value $8,390,078.

    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 248,696 shares
    Change vs previous 13F +4,498 shares

    2.51% of the 13F portfolio, value $8,390,990.

    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 244,198 shares
    Change vs previous 13F +35,777 shares

    2.61% of the 13F portfolio, value $8,339,368.

    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 208,421 shares
    Change vs previous 13F +100,999 shares

    2.39% of the 13F portfolio, value $7,146,768.

    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 107,422 shares
    Change vs previous 13F +40,065 shares

    1.42% of the 13F portfolio, value $3,638,397.

    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 67,357 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,280,709.

    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).