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Disclosery

PRIVATE CLIENT SERVICES, LLC: IBHF position timeline

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

PRIVATE CLIENT SERVICES, LLC held 9,761 IBHF 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 9,761 shares
    Change vs previous 13F -92,973 shares

    0.06% of the 13F portfolio, value $219,915.

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

  2. period ended2026-06-30
    13F 102,734 shares
    Change vs previous 13F -315,542 shares

    0.61% of the 13F portfolio, value $2,326,925.

    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 418,276 shares
    Change vs previous 13F +149,555 shares

    2.87% of the 13F portfolio, value $9,599,434.

    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 268,721 shares
    Change vs previous 13F +7,380 shares

    1.94% of the 13F portfolio, value $6,202,081.

    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 261,341 shares
    Change vs previous 13F +132,301 shares

    2.05% of the 13F portfolio, value $6,112,766.

    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 129,040 shares
    Change vs previous 13F -6,734 shares

    1.17% of the 13F portfolio, value $2,997,599.

    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 135,774 shares
    Change vs previous 13F -1,480 shares

    1.56% of the 13F portfolio, value $3,152,672.

    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 137,254 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,177,430.

    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).