PRIVATE CLIENT SERVICES, LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIVATE CLIENT SERVICES, LLC on IEFA, newest first. How the timeline and the estimate are built.
PRIVATE CLIENT SERVICES, LLC held 276,781 IEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-02.
the latest 13F is the newest step
- period ended2026-09-3013F 276,781 sharesChange vs previous 13F +27,276 shares
7.2% of the 13F portfolio, value $26,814,552.
13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
Accepted , ingested - period ended2026-06-3013F 249,505 sharesChange vs previous 13F +17,736 shares
6.32% of the 13F portfolio, value $24,097,237.
13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 231,769 sharesChange vs previous 13F +8,111 shares
6.27% of the 13F portfolio, value $20,982,081.
13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 223,658 sharesChange vs previous 13F +39,253 shares
6.25% of the 13F portfolio, value $20,008,485.
13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 184,405 sharesChange vs previous 13F +62,744 shares
5.39% of the 13F portfolio, value $16,100,368.
13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 121,661 sharesChange vs previous 13F +35,017 shares
3.96% of the 13F portfolio, value $10,156,265.
13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 86,644 sharesChange vs previous 13F +37,036 shares
3.24% of the 13F portfolio, value $6,554,584.
13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,608 sharesChange vs previous 13F not available
1.87% of the 13F portfolio, value $3,486,418.
13F-HR 0001457005-25-000002 filed by PRIVATE CLIENT SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).