Skip to content
Disclosery

PRIVATE CLIENT SERVICES, LLC: ICOW position timeline

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

PRIVATE CLIENT SERVICES, LLC held 50,928 ICOW 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 50,928 shares
    Change vs previous 13F +1,735 shares

    0.58% of the 13F portfolio, value $2,142,032.

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

  2. period ended2026-06-30
    13F 49,193 shares
    Change vs previous 13F -23,223 shares

    0.54% of the 13F portfolio, value $2,047,905.

    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 72,416 shares
    Change vs previous 13F +1,284 shares

    0.92% of the 13F portfolio, value $3,073,335.

    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 71,132 shares
    Change vs previous 13F -18,428 shares

    0.86% of the 13F portfolio, value $2,751,386.

    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 89,560 shares
    Change vs previous 13F +1,113 shares

    1.09% of the 13F portfolio, value $3,261,775.

    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 88,447 shares
    Change vs previous 13F +74,637 shares

    1.17% of the 13F portfolio, value $3,009,851.

    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 13,810 shares
    Change vs previous 13F +5,649 shares

    0.21% of the 13F portfolio, value $433,772.

    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 8,161 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $238,220.

    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).