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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

  1. period ended2026-09-30
    13F 276,781 shares
    Change 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

  2. period ended2026-06-30
    13F 249,505 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 231,769 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 223,658 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 184,405 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 121,661 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 86,644 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 49,608 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).