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Disclosery

PRIVATE CLIENT SERVICES, LLC: IJUL position timeline

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

PRIVATE CLIENT SERVICES, LLC held 28,762 IJUL 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 28,762 shares
    Change vs previous 13F +28,762 shares

    0.28% of the 13F portfolio, value $1,039,151.

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -19,879 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 19,879 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $649,761.

    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).